AAS
XYZ

Ameritas Advisory Services’s Block Inc XYZ Stock Holding History

Ameritas Advisory Services’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
2025
Q4 		– Sell
-1,140
Closed -$82.4K – 2224
2025
Q3 		$82.4K Sell
1,140
-1,539
-57% -$115K 0.01% 900
2025
Q2 		$182K Sell
2,679
-3,334
-55% -$194K 0.01% 773
2025
Q1 		$364K Buy
+6,013
New +$449K 0.01% 650
2024
Q2 		– Sell
-3,531
Closed -$281K – 931
2024
Q1 		$281K Buy
+3,531
New +$255K 0.01% 727
2023
Q2 		– Sell
-2,097
Closed -$141K – 2617
2023
Q1 		$141K Sell
2,097
-1,088
-34% -$81.4K 0.01% 888
2022
Q4 		$200K Buy
+3,185
New +$197K 0.01% 827
2022
Q2 		– Sell
-3,006
Closed -$408K – 863
2022
Q1 		$408K Sell
3,006
-786
-21% -$95.2K 0.01% 560
2021
Q4 		$612K Buy
+3,792
New +$822K 0.02% 448

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ameritas Advisory Services's XYZ Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 1,140 shares — an estimated $82.4K sold.

Ameritas Advisory Services first reported a position in XYZ in Q4 2021 and held it in 8 quarters. The position peaked at $612K in Q4 2021. 1,026 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 1,140 Block Inc shares in Q4 2025, an estimated $82.4K.
  • Ameritas Advisory Services first reported a position in Block Inc in Q4 2021 and held it in 8 quarters.
  • Ameritas Advisory Services's Block Inc position peaked at $612K in Q4 2021.
  • 1,026 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.