AF
XYZ

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
2020
Q4 		– Sell
-100
Closed -$16K – 1863
2020
Q3 		$16K Hold
100
– – ﹤0.01% 1159
2020
Q2 		$10K Buy
+100
New +$7.66K ﹤0.01% 1314

Other funds holding XYZ

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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. 253 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.
  • 253 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.