AFAS
XYZ

Acorn Financial Advisory Services’s Block Inc XYZ Stock Holding History

Acorn Financial Advisory Services’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
-4,677
Closed -$304K – 238
2025
Q4 		$304K Sell
4,677
-2,367
-34% -$163K 0.04% 162
2025
Q3 		$509K Sell
7,044
-407
-5% -$30.5K 0.08% 117
2025
Q2 		$506K Sell
7,451
-188
-2% -$10.9K 0.08% 117
2025
Q1 		$415K Sell
7,639
-544
-7% -$40.6K 0.08% 120
2024
Q4 		$696K Sell
8,183
-442
-5% -$36.3K 0.11% 89
2024
Q3 		$579K Sell
8,625
-2,303
-21% -$149K 0.1% 95
2024
Q2 		$705K Sell
10,928
-946
-8% -$66.2K 0.13% 83
2024
Q1 		$1M Sell
11,874
-411
-3% -$29.7K 0.19% 72
2023
Q4 		$950K Sell
12,285
-7,592
-38% -$429K 0.17% 92
2023
Q3 		$880K Sell
19,877
-8,726
-31% -$540K 0.16% 98
2023
Q2 		$1.9M Buy
28,603
+3,752
+15% +$234K 0.34% 43
2023
Q1 		$1.71M Buy
24,851
+4,785
+24% +$358K 0.33% 43
2022
Q4 		$1.26M Sell
20,066
-4,973
-20% -$307K 0.27% 50
2022
Q3 		$1.38M Buy
25,039
+4,491
+22% +$318K 0.33% 43
2022
Q2 		$1.26M Buy
20,548
+1,101
+6% +$101K 0.3% 48
2022
Q1 		$2.64M Sell
19,447
-15,327
-44% -$1.86M 0.53% 24
2021
Q4 		$5.62M Sell
34,774
-11,525
-25% -$2.5M 1.12% 13
2021
Q3 		$11.1M Buy
46,299
+1,629
+4% +$418K 3.44% 5
2021
Q2 		$10.9M Buy
44,670
+1,767
+4% +$410K 3.21% 5
2021
Q1 		$9.74M Buy
42,903
+5,848
+16% +$1.37M 3.56% 5
2020
Q4 		$8.06M Buy
37,055
+396
+1% +$77.2K 3.17% 4
2020
Q3 		$5.96M Buy
36,659
+27,337
+293% +$3.86M 3.12% 3
2020
Q2 		$978K Buy
+9,322
New +$714K 0.68% 43

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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 $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Acorn Financial Advisory Services's XYZ Position: Q1 2026 in Review

Acorn Financial Advisory Services sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 4,677 shares — an estimated $304K sold.

Acorn Financial Advisory Services first reported a position in XYZ in Q2 2020 and held it in 23 quarters. The position peaked at $11.1M in Q3 2021. 989 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Acorn Financial Advisory Services reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 4,677 Block Inc shares in Q1 2026, an estimated $304K.
  • Acorn Financial Advisory Services first reported a position in Block Inc in Q2 2020 and held it in 23 quarters.
  • Acorn Financial Advisory Services's Block Inc position peaked at $11.1M in Q3 2021.
  • 989 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.