WTC
XYZ

WhitTier Trust Company’s Block Inc XYZ Stock Holding History

WhitTier Trust Company’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$55.2K Sell
712
-20
-3% -$1.41K ﹤0.01% 717
2026
Q1 		$44.4K Buy
732
+131
+22% +$7.96K ﹤0.01% 744
2025
Q4 		$42.1K Sell
601
-252
-30% -$17.4K ﹤0.01% 739
2025
Q3 		$65.6K Buy
853
+160
+23% +$12K ﹤0.01% 635
2025
Q2 		$47.1K Buy
693
+62
+10% +$3.61K ﹤0.01% 804
2025
Q1 		$34.3K Sell
631
-44
-7% -$3.28K ﹤0.01% 853
2024
Q4 		$57.4K Sell
675
-41
-6% -$3.36K ﹤0.01% 723
2024
Q3 		$48.1K Sell
716
-1,159
-62% -$74.9K ﹤0.01% 768
2024
Q2 		$121K Buy
1,875
+54
+3% +$3.78K ﹤0.01% 531
2024
Q1 		$154K Sell
1,821
-130
-7% -$9.4K ﹤0.01% 508
2023
Q4 		$151K Sell
1,951
-537
-22% -$30.4K ﹤0.01% 507
2023
Q3 		$110K Sell
2,488
-190
-7% -$11.8K ﹤0.01% 534
2023
Q2 		$178K Buy
2,678
+171
+7% +$10.7K 0.01% 480
2023
Q1 		$172K Sell
2,507
-15,745
-86% -$1.18M 0.01% 479
2022
Q4 		$1.15M Buy
18,252
+650
+4% +$40.1K 0.05% 259
2022
Q3 		$968K Buy
17,602
+783
+5% +$55.4K 0.04% 274
2022
Q2 		$1.03M Buy
16,819
+1,038
+7% +$94.8K 0.04% 266
2022
Q1 		$2.14M Buy
15,781
+14,331
+988% +$1.74M 0.08% 200
2021
Q4 		$234K Hold
1,450
– – 0.01% 448
2021
Q3 		$348K Hold
1,450
– – 0.01% 380
2021
Q2 		$354K Hold
1,450
– – 0.01% 378
2021
Q1 		$329K Hold
1,450
– – 0.01% 379
2020
Q4 		$316K Buy
1,450
+50
+4% +$9.75K 0.02% 373
2020
Q3 		$228K Buy
+1,400
New +$198K 0.01% 398

Other funds holding XYZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

WhitTier Trust Company's XYZ Position: Q2 2026 in Review

WhitTier Trust Company reduced its Block Inc (XYZ) stake by 2.7% in Q2 2026, selling an estimated $1.41K and leaving 712 shares worth $55.2K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

WhitTier Trust Company first reported a position in XYZ in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.14M in Q1 2022. 1,081 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • WhitTier Trust Company held 712 shares of Block Inc worth $55.2K as of Q2 2026.
  • WhitTier Trust Company sold 20 Block Inc shares in Q2 2026, an estimated $1.41K.
  • Block Inc made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #717 holding.
  • WhitTier Trust Company first reported a position in Block Inc in Q3 2020 and has held it in 24 quarters since.
  • WhitTier Trust Company's Block Inc position peaked at $2.14M in Q1 2022.
  • 1,081 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.