Allworth Financial’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
Q2 | $504K | Buy |
6,630
+1,087
| +20% | +$76.4K | ﹤0.01% | 980 |
|
|
2026
Q1 | $334K | Buy |
5,543
+289
| +6% | +$17.6K | ﹤0.01% | 1139 |
|
|
2025
Q4 | $342K | Sell |
5,254
-78
| -1% | -$5.38K | ﹤0.01% | 1099 |
|
|
2025
Q3 | $385K | Buy |
5,332
+1,371
| +35% | +$103K | ﹤0.01% | 995 |
|
|
2025
Q2 | $269K | Buy |
3,961
+743
| +23% | +$43.2K | ﹤0.01% | 1061 |
|
|
2025
Q1 | $185K | Sell |
3,218
-178
| -5% | -$13.3K | ﹤0.01% | 975 |
|
|
2024
Q4 | $297K | Buy |
3,396
+555
| +20% | +$45.5K | ﹤0.01% | 823 |
|
|
2024
Q3 | $191K | Buy |
2,841
+197
| +7% | +$12.7K | ﹤0.01% | 833 |
|
|
2024
Q2 | $180K | Sell |
2,644
-956
| -27% | -$66.9K | ﹤0.01% | 851 |
|
|
2024
Q1 | $305K | Buy |
3,600
+628
| +21% | +$45.4K | ﹤0.01% | 664 |
|
|
2023
Q4 | $230K | Buy |
2,972
+1,584
| +114% | +$89.6K | ﹤0.01% | 696 |
|
|
2023
Q3 | $61.5K | Sell |
1,388
-422
| -23% | -$26.1K | ﹤0.01% | 1048 |
|
|
2023
Q2 | $121K | Sell |
1,810
-92
| -5% | -$5.75K | ﹤0.01% | 830 |
|
|
2023
Q1 | $131K | Sell |
1,902
-81
| -4% | -$6.06K | ﹤0.01% | 768 |
|
|
2022
Q4 | $125K | Buy |
1,983
+752
| +61% | +$46.4K | ﹤0.01% | 751 |
|
|
2022
Q3 | $68K | Sell |
1,231
-315
| -20% | -$22.3K | ﹤0.01% | 874 |
|
|
2022
Q2 | $95K | Buy |
1,546
+58
| +4% | +$5.3K | ﹤0.01% | 734 |
|
|
2022
Q1 | $202K | Buy |
1,488
+144
| +11% | +$17.4K | ﹤0.01% | 552 |
|
|
2021
Q4 | $217K | Buy |
1,344
+84
| +7% | +$18.2K | ﹤0.01% | 511 |
|
|
2021
Q3 | $302K | Buy |
1,260
+672
| +114% | +$173K | 0.01% | 401 |
|
|
2021
Q2 | $143K | Sell |
588
-40
| -6% | -$9.28K | ﹤0.01% | 420 |
|
|
2021
Q1 | $143K | Buy |
628
+419
| +200% | +$98K | ﹤0.01% | 397 |
|
|
2020
Q4 | $45K | Buy |
209
+109
| +109% | +$21.3K | ﹤0.01% | 502 |
|
|
2020
Q3 | $16K | Sell |
100
-1,383
| -93% | -$195K | ﹤0.01% | 614 |
|
|
2020
Q2 | $156K | Sell |
1,483
-350
| -19% | -$26.8K | ﹤0.01% | 262 |
|
|
2020
Q1 | $96K | Buy |
1,833
+50
| +3% | +$3.42K | ﹤0.01% | 323 |
|
|
2019
Q4 | $112K | Hold |
1,783
| – | – | ﹤0.01% | 262 |
|
|
2019
Q3 | $110K | Hold |
1,783
| – | – | ﹤0.01% | 225 |
|
|
2019
Q2 | $129K | Hold |
1,783
| – | – | 0.01% | 202 |
|
|
2019
Q1 | $134K | Sell |
1,783
-75
| -4% | -$5.43K | 0.01% | 203 |
|
|
2018
Q4 | $104K | Sell |
1,858
-35
| -2% | -$2.47K | 0.01% | 212 |
|
|
2018
Q3 | $187K | Buy |
1,893
+60
| +3% | +$4.63K | 0.01% | 163 |
|
|
2018
Q2 | $113K | Buy |
1,833
+355
| +24% | +$19.5K | 0.01% | 202 |
|
|
2018
Q1 | $73K | Buy |
1,478
+350
| +31% | +$16.1K | 0.01% | 205 |
|
|
2017
Q4 | $39K | Buy |
+1,128
| New | +$41.3K | ﹤0.01% | 277 |
|
Other funds holding XYZ
CAM
Allworth Financial's XYZ Position: Q2 2026 in Review
Allworth Financial increased its Block Inc (XYZ) stake by 20% in Q2 2026, buying an estimated $76.4K and bringing the position to 6,630 shares worth $504K. The position accounts for ﹤0.01% of the portfolio, ranked #980.
Allworth Financial first reported a position in XYZ in Q4 2017 and has held it in 35 quarters since. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.
- Allworth Financial held 6,630 shares of Block Inc worth $504K as of Q2 2026.
- Allworth Financial bought 1,087 Block Inc shares in Q2 2026, an estimated $76.4K.
- Block Inc made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #980 holding.
- Allworth Financial first reported a position in Block Inc in Q4 2017 and has held it in 35 quarters since.
- 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.