WT
XYZ

Whittier Trust’s Block Inc XYZ Stock Holding History

Whittier Trust’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 		$81.8K Buy
1,037
+5
+0.5% +$351 ﹤0.01% 788
2026
Q1 		$62.6K Sell
1,032
-81
-7% -$4.92K ﹤0.01% 802
2025
Q4 		$77.9K Sell
1,113
-37
-3% -$2.55K ﹤0.01% 785
2025
Q3 		$88.5K Sell
1,150
-256
-18% -$19.2K ﹤0.01% 729
2025
Q2 		$95.5K Sell
1,406
-181
-11% -$10.5K ﹤0.01% 808
2025
Q1 		$86.2K Sell
1,587
-60
-4% -$4.48K ﹤0.01% 807
2024
Q4 		$140K Sell
1,647
-151
-8% -$12.4K ﹤0.01% 722
2024
Q3 		$121K Buy
1,798
+415
+30% +$26.8K ﹤0.01% 752
2024
Q2 		$89.2K Sell
1,383
-469
-25% -$32.8K ﹤0.01% 801
2024
Q1 		$157K Sell
1,852
-3,803
-67% -$275K ﹤0.01% 699
2023
Q4 		$437K Buy
5,655
+2,393
+73% +$135K 0.01% 501
2023
Q3 		$144K Sell
3,262
-334
-9% -$20.7K ﹤0.01% 688
2023
Q2 		$239K Sell
3,596
-2,412
-40% -$151K ﹤0.01% 599
2023
Q1 		$412K Sell
6,008
-34,457
-85% -$2.58M 0.01% 498
2022
Q4 		$2.54M Sell
40,465
-2,359
-6% -$146K 0.05% 249
2022
Q3 		$2.35M Buy
42,824
+3,229
+8% +$229K 0.05% 244
2022
Q2 		$2.43M Buy
39,595
+3,211
+9% +$293K 0.05% 247
2022
Q1 		$4.93M Buy
36,384
+36,101
+12,757% +$4.37M 0.08% 192
2021
Q4 		$46K Sell
283
-385
-58% -$83.4K ﹤0.01% 1000
2021
Q3 		$160K Buy
+668
New +$172K ﹤0.01% 685
2020
Q1 		– Sell
-23
Closed -$1K – 1606
2019
Q4 		$1K Buy
+23
New +$1.47K ﹤0.01% 1481

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's XYZ Position: Q2 2026 in Review

Whittier Trust increased its Block Inc (XYZ) stake by 0.48% in Q2 2026, buying an estimated $351 and bringing the position to 1,037 shares worth $81.8K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Whittier Trust first reported a position in XYZ in Q4 2019 and has held it in 21 quarters since. The position peaked at $4.93M in Q1 2022. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Whittier Trust held 1,037 shares of Block Inc worth $81.8K as of Q2 2026.
  • Whittier Trust bought 5 Block Inc shares in Q2 2026, an estimated $351.
  • Block Inc made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #788 holding.
  • Whittier Trust first reported a position in Block Inc in Q4 2019 and has held it in 21 quarters since.
  • Whittier Trust's Block Inc position peaked at $4.93M in Q1 2022.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

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