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Square Inc cl a shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Square Inc cl a (XYZ) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in Square Inc cl a

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All positions including Square Inc cl a held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Square Inc cl a by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $237k 3.9k 60.18
2025-12-31 $327k 5.0k 65.09
2024-09-30 $83k 1.2k 67.11

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View all positions for Capital Performance Advisors

Top funds holding Square Inc cl a

Vanguard Group
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Capital World Investors
Morgan Stanley
Geode Capital Management
Citadel Advisors
Loomis, Sayles and
Point72 Asset Management
Ameriprise Financial
Susquehanna International
Bank of America Corporation
FMR

View all funds holding Square Inc cl a