ACA
XYZ

American Capital Advisory’s Block Inc XYZ Stock Holding History

American Capital Advisory’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 		$2.13K Buy
28
+7
+33% +$492 ﹤0.01% 610
2026
Q1 		$1.26K Buy
21
+5
+31% +$304 ﹤0.01% 625
2025
Q4 		$1.04K Buy
16
+3
+23% +$207 ﹤0.01% 585
2025
Q3 		$940 Sell
13
-1
-7% -$75 ﹤0.01% 557
2025
Q2 		$952 Buy
+14
New +$815 ﹤0.01% 504
2024
Q2 		– Sell
-45
Closed -$3.09K – 509
2024
Q1 		$3.09K Buy
+45
New +$3.25K ﹤0.01% 341

Other funds holding XYZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Ameriprise
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

American Capital Advisory's XYZ Position: Q2 2026 in Review

American Capital Advisory increased its Block Inc (XYZ) stake by 33% in Q2 2026, buying an estimated $492 and bringing the position to 28 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

American Capital Advisory first reported a position in XYZ in Q1 2024 and has held it in 6 quarters since. The position peaked at $3.09K in Q1 2024. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • American Capital Advisory held 28 shares of Block Inc worth $2.13K as of Q2 2026.
  • American Capital Advisory bought 7 Block Inc shares in Q2 2026, an estimated $492.
  • Block Inc made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #610 holding.
  • American Capital Advisory first reported a position in Block Inc in Q1 2024 and has held it in 6 quarters since.
  • American Capital Advisory's Block Inc position peaked at $3.09K in Q1 2024.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.