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
2026 Q2	$334K	Buy	+4,394	New	+$309K	0.01%	912
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

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

Ameritas Advisory Services's XYZ Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Block Inc (XYZ) in Q2 2026: 4,394 shares worth $334K. The stake represents 0.01% of the portfolio and ranks #912 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in XYZ as recently as Q3 2025.

Ameritas Advisory Services first reported a position in XYZ in Q4 2021 and has held it in 9 quarters since. The position peaked at $612K in Q4 2021. 1,081 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Ameritas Advisory Services held 4,394 shares of Block Inc worth $334K as of Q2 2026.
Block Inc was a new Ameritas Advisory Services position in Q2 2026.
Block Inc made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #912 holding.
Ameritas Advisory Services first reported a position in Block Inc in Q4 2021 and has held it in 9 quarters since.
Ameritas Advisory Services's Block Inc position peaked at $612K in Q4 2021.
1,081 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.