Advisornet Financial’s Block Inc XYZ Stock Holding History

Advisornet Financial’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
2025 Q2	–	Sell	-300	Closed	-$16.3K	–	2387
2025 Q1	$16.3K	Hold	300	–	–	﹤0.01%	1268
2024 Q4	$25.5K	Hold	300	–	–	﹤0.01%	1063
2024 Q3	$20.1K	Hold	300	–	–	﹤0.01%	1193
2024 Q2	$19.3K	Hold	300	–	–	﹤0.01%	1101
2024 Q1	$25	Hold	300	–	–	﹤0.01%	2021
2023 Q4	$23	Hold	300	–	–	﹤0.01%	2416
2023 Q3	$13	Buy	+300	New	+$18.6K	﹤0.01%	2271
2022 Q4	–	Sell	-600	Closed	-$33K	–	2511
2022 Q3	$33K	Buy	600 +400	+200%	+$28.3K	﹤0.01%	970
2022 Q2	$12K	Buy	+200	New	+$18.3K	﹤0.01%	1299
2021 Q3	–	Sell	-100	Closed	-$24K	–	2025
2021 Q2	$24K	Hold	100	–	–	﹤0.01%	1182
2021 Q1	$23K	Hold	100	–	–	﹤0.01%	1160
2020 Q4	$22K	Buy	+100	New	+$19.5K	﹤0.01%	1107

Other funds holding XYZ

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Advisornet Financial's XYZ Position: Q2 2026 in Review

Advisornet Financial increased its Block Inc (XYZ) stake by 14% in Q2 2026, buying an estimated $1.62K and bringing the position to 184 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1489.

Advisornet Financial first reported a position in XYZ in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.08M in Q1 2021. 376 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Advisornet Financial held 184 shares of Block Inc worth $14K as of Q2 2026.
Advisornet Financial bought 23 Block Inc shares in Q2 2026, an estimated $1.62K.
Block Inc made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1489 holding.
Advisornet Financial first reported a position in Block Inc in Q4 2017 and has held it in 35 quarters since.
Advisornet Financial's Block Inc position peaked at $2.08M in Q1 2021.
376 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.