Albion Financial Group’s Block Inc XYZ Stock Holding History

Albion Financial Group’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 Q2	$14.9K	Hold	196	–	–	﹤0.01%	393
2026 Q1	$11.8K	Hold	196	–	–	﹤0.01%	401
2025 Q4	$12.8K	Sell	196 -1	-0.5%	-$69	﹤0.01%	385
2025 Q3	$14.2K	Buy	197 +2	+1%	+$150	﹤0.01%	361
2025 Q2	$13.2K	Hold	195	–	–	﹤0.01%	342
2025 Q1	$10.6K	Buy	195 +10	+5%	+$746	﹤0.01%	368
2024 Q4	$15.7K	Hold	185	–	–	﹤0.01%	360
2024 Q3	$12.4K	Hold	185	–	–	﹤0.01%	322
2024 Q2	$11.9K	Hold	185	–	–	﹤0.01%	321
2024 Q1	$15.6K	Buy	+185	New	+$13.4K	﹤0.01%	293
2023 Q4	–	Sell	-185	Closed	-$8.19K	–	511
2023 Q3	$8.19K	Hold	185	–	–	﹤0.01%	312
2023 Q2	$12.3K	Hold	185	–	–	﹤0.01%	299
2023 Q1	$12.7K	Hold	185	–	–	﹤0.01%	295
2022 Q4	$11.6K	Sell	185 -63	-25%	-$3.89K	﹤0.01%	297
2022 Q3	$14K	Hold	248	–	–	﹤0.01%	288
2022 Q2	$15K	Buy	248 +7	+3%	+$640	﹤0.01%	297
2022 Q1	$33K	Buy	241 +15	+7%	+$1.82K	﹤0.01%	280
2021 Q4	$37K	Hold	226	–	–	﹤0.01%	307
2021 Q3	$54K	Hold	226	–	–	﹤0.01%	238
2021 Q2	$55K	Buy	+226	New	+$52.4K	﹤0.01%	246
2020 Q4	$40K	Buy	+185	New	+$36.1K	﹤0.01%	260

Other funds holding XYZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Albion Financial Group's XYZ Position: Q2 2026 in Review

Albion Financial Group held its Block Inc (XYZ) position steady in Q2 2026 at 196 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Albion Financial Group first reported a position in XYZ in Q4 2020 and has held it in 21 quarters since. The position peaked at $55K in Q2 2021. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Albion Financial Group held 196 shares of Block Inc worth $14.9K as of Q2 2026.
Albion Financial Group left its Block Inc share count unchanged in Q2 2026.
Block Inc made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #393 holding.
Albion Financial Group first reported a position in Block Inc in Q4 2020 and has held it in 21 quarters since.
Albion Financial Group's Block Inc position peaked at $55K in Q2 2021.
1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.