AWAU
XYZ

Alliance Wealth Advisors (Utah)’s Block Inc XYZ Stock Holding History

Alliance Wealth Advisors (Utah)’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
-4,115
Closed -$268K – 267
2025
Q4 		$268K Sell
4,115
-1,058
-20% -$73K 0.06% 219
2025
Q3 		$374K Buy
5,173
+1,009
+24% +$75.5K 0.09% 207
2025
Q2 		$283K Buy
+4,164
New +$242K 0.07% 231

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s XYZ Position: Q1 2026 in Review

Alliance Wealth Advisors (Utah) sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 4,115 shares — an estimated $268K sold.

Alliance Wealth Advisors (Utah) first reported a position in XYZ in Q2 2025 and held it in 3 quarters. The position peaked at $374K in Q3 2025. 993 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Alliance Wealth Advisors (Utah) reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 4,115 Block Inc shares in Q1 2026, an estimated $268K.
  • Alliance Wealth Advisors (Utah) first reported a position in Block Inc in Q2 2025 and held it in 3 quarters.
  • Alliance Wealth Advisors (Utah)'s Block Inc position peaked at $374K in Q3 2025.
  • 993 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q1 2026, filed 12 May 2026.