1620 Investment Advisors’s Block Inc XYZ Stock Holding History

1620 Investment Advisors’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	–	Sell	-360	Closed	-$23.4K	–	675
2025 Q4	$23.4K	Sell	360 -10	-3%	-$690	0.02%	380
2025 Q3	$26.7K	Sell	370 -34	-8%	-$2.54K	0.02%	357
2025 Q2	$27.4K	Sell	404 -989	-71%	-$57.5K	0.02%	369
2025 Q1	$75.7K	Sell	1,393 -87	-6%	-$6.49K	0.06%	248
2024 Q4	$126K	Buy	1,480 +1,472	+18,400%	+$121K	0.1%	191
2024 Q3	$510	Buy	+8	New	+$517	﹤0.01%	675
2023 Q4	–	Sell	-10,221	Closed	-$440K	–	156
2023 Q3	$440K	Buy	+10,221	New	+$633K	0.5%	70
2023 Q2	–	Sell	-10,085	Closed	-$355K	–	154
2023 Q1	$355K	Buy	+10,085	New	+$755K	0.43%	82

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

1620 Investment Advisors's XYZ Position: Q1 2026 in Review

1620 Investment Advisors sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 360 shares — an estimated $23.4K sold.

1620 Investment Advisors first reported a position in XYZ in Q1 2023 and held it in 8 quarters. The position peaked at $440K in Q3 2023. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

1620 Investment Advisors reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
1620 Investment Advisors sold 360 Block Inc shares in Q1 2026, an estimated $23.4K.
1620 Investment Advisors first reported a position in Block Inc in Q1 2023 and held it in 8 quarters.
1620 Investment Advisors's Block Inc position peaked at $440K in Q3 2023.
986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on 1620 Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.