XY Capital’s Block Inc XYZ Stock Holding History

XY Capital’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 Q1	$241K	Buy	+4,000	New	+$243K	0.24%	59

Other funds holding XYZ

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

XY Capital's XYZ Position: Q2 2025 in Review

XY Capital sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 19,962 shares — an estimated $1.08M sold.

XY Capital first reported a position in XYZ in Q3 2023 and held it in 6 quarters. The position peaked at $7.05M in Q1 2024. 988 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

XY Capital reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
XY Capital sold 19,962 Block Inc shares in Q2 2025, an estimated $1.08M.
XY Capital first reported a position in Block Inc in Q3 2023 and held it in 6 quarters.
XY Capital's Block Inc position peaked at $7.05M in Q1 2024.
988 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on XY Capital's 13F filing for Q2 2025, filed 14 Aug 2025.