AE Wealth Management’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $583K | Buy |
9,693
+4,052
| +72% | +$246K | ﹤0.01% | 1029 |
|
|
2025
Q4 | $367K | Buy |
5,641
+2,042
| +57% | +$141K | ﹤0.01% | 1214 |
|
|
2025
Q3 | $260K | Sell |
3,599
-3,994
| -53% | -$299K | ﹤0.01% | 1253 |
|
|
2025
Q2 | $516K | Buy |
7,593
+790
| +12% | +$46K | ﹤0.01% | 912 |
|
|
2025
Q1 | $370K | Buy |
6,803
+3,622
| +114% | +$270K | ﹤0.01% | 1008 |
|
|
2024
Q4 | $270K | Sell |
3,181
-29
| -0.9% | -$2.38K | ﹤0.01% | 1145 |
|
|
2024
Q3 | $215K | Sell |
3,210
-570
| -15% | -$36.8K | ﹤0.01% | 1151 |
|
|
2024
Q2 | $244K | Buy |
3,780
+321
| +9% | +$22.5K | ﹤0.01% | 1097 |
|
|
2024
Q1 | $293K | Sell |
3,459
-25,129
| -88% | -$1.82M | ﹤0.01% | 971 |
|
|
2023
Q4 | $1.86M | Buy |
28,588
+15,692
| +122% | +$887K | 0.01% | 932 |
|
|
2023
Q3 | $571K | Sell |
12,896
-2,988
| -19% | -$185K | ﹤0.01% | 1308 |
|
|
2023
Q2 | $1.06M | Sell |
15,884
-3,781
| -19% | -$236K | 0.01% | 1070 |
|
|
2023
Q1 | $1.35M | Buy |
19,665
+92
| +0.5% | +$6.89K | 0.01% | 930 |
|
|
2022
Q4 | $1.23M | Buy |
19,573
+1,730
| +10% | +$107K | 0.01% | 911 |
|
|
2022
Q3 | $981K | Sell |
17,843
-19,821
| -53% | -$1.4M | 0.01% | 945 |
|
|
2022
Q2 | $2.31M | Buy |
37,664
+5,630
| +18% | +$514K | 0.02% | 623 |
|
|
2022
Q1 | $4.34M | Sell |
32,034
-5,619
| -15% | -$680K | 0.03% | 483 |
|
|
2021
Q4 | $6.08M | Buy |
37,653
+293
| +0.8% | +$63.5K | 0.04% | 381 |
|
|
2021
Q3 | $8.96M | Buy |
37,360
+4,384
| +13% | +$1.13M | 0.07% | 255 |
|
|
2021
Q2 | $8.04M | Buy |
32,976
+2,546
| +8% | +$591K | 0.07% | 258 |
|
|
2021
Q1 | $6.91M | Sell |
30,430
-1,182
| -4% | -$276K | 0.07% | 269 |
|
|
2020
Q4 | $6.88M | Buy |
31,612
+9,836
| +45% | +$1.92M | 0.08% | 231 |
|
|
2020
Q3 | $3.54M | Buy |
21,776
+2,786
| +15% | +$393K | 0.05% | 290 |
|
|
2020
Q2 | $1.99M | Buy |
18,990
+6,226
| +49% | +$477K | 0.03% | 412 |
|
|
2020
Q1 | $669K | Buy |
12,764
+2,163
| +20% | +$148K | 0.02% | 597 |
|
|
2019
Q4 | $663K | Buy |
10,601
+121
| +1% | +$7.73K | 0.01% | 644 |
|
|
2019
Q3 | $649K | Sell |
10,480
-3,567
| -25% | -$242K | 0.02% | 551 |
|
|
2019
Q2 | $1.02M | Buy |
14,047
+10,991
| +360% | +$768K | 0.03% | 409 |
|
|
2019
Q1 | $229K | Sell |
3,056
-1,989
| -39% | -$144K | 0.02% | 563 |
|
|
2018
Q4 | $283K | Buy |
5,045
+2,703
| +115% | +$191K | 0.05% | 361 |
|
|
2018
Q3 | $232K | Buy |
+2,342
| New | +$181K | 0.01% | 520 |
|
Other funds holding XYZ
VCM
VPM
AE Wealth Management's XYZ Position: Q1 2026 in Review
AE Wealth Management increased its Block Inc (XYZ) stake by 72% in Q1 2026, buying an estimated $246K and bringing the position to 9,693 shares worth $583K. The position accounts for ﹤0.01% of the portfolio, ranked #1029.
AE Wealth Management first reported a position in XYZ in Q3 2018 and has held it in 31 quarters since. The position peaked at $8.96M in Q3 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.
- AE Wealth Management held 9,693 shares of Block Inc worth $583K as of Q1 2026.
- AE Wealth Management bought 4,052 Block Inc shares in Q1 2026, an estimated $246K.
- Block Inc made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1029 holding.
- AE Wealth Management first reported a position in Block Inc in Q3 2018 and has held it in 31 quarters since.
- AE Wealth Management's Block Inc position peaked at $8.96M in Q3 2021.
- 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.