AWA
XYZ

Arete Wealth Advisors’s Block Inc XYZ Stock Holding History

Arete Wealth Advisors’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 		$633K Buy
10,521
+6,459
+159% +$393K 0.05% 254
2025
Q4 		$264K Sell
4,062
-850
-17% -$58.6K 0.02% 636
2025
Q3 		$355K Sell
4,912
-115
-2% -$8.61K 0.02% 537
2025
Q2 		$341K Sell
5,027
-4,963
-50% -$289K 0.02% 520
2025
Q1 		$543K Buy
9,990
+3,291
+49% +$246K 0.04% 363
2024
Q4 		$570K Buy
6,699
+942
+16% +$77.3K 0.04% 375
2024
Q3 		$384K Sell
5,757
-6,643
-54% -$429K 0.03% 447
2024
Q2 		$797K Buy
12,400
+425
+4% +$29.7K 0.07% 284
2024
Q1 		$1.01M Sell
11,975
-1,699
-12% -$123K 0.09% 209
2023
Q4 		$1.06M Buy
13,674
+1,384
+11% +$78.3K 0.08% 238
2023
Q3 		$544K Buy
12,290
+2,599
+27% +$161K 0.09% 222
2023
Q2 		$645K Sell
9,691
-2,639
-21% -$165K 0.06% 311
2023
Q1 		$846K Sell
12,330
-998
-7% -$74.7K 0.07% 241
2022
Q4 		$838M Sell
13,328
-243
-2% -$15K 0.07% 233
2022
Q3 		$746K Buy
+13,571
New +$961K 0.07% 225
2022
Q2 		– Sell
-4,027
Closed -$546K – 574
2022
Q1 		$546K Sell
4,027
-236
-6% -$28.6K 0.05% 267
2021
Q4 		$693K Buy
4,263
+334
+9% +$72.4K 0.06% 234
2021
Q3 		$942K Buy
3,929
+591
+18% +$152K 0.1% 175
2021
Q2 		$495K Sell
3,338
-367
-10% -$85.1K 0.07% 203
2021
Q1 		$841K Buy
3,705
+569
+18% +$133K 0.11% 178
2020
Q4 		$687K Buy
+3,136
New +$612K 0.1% 187
2020
Q3 		– Sell
-2,994
Closed -$314K – 419
2020
Q2 		$314K Sell
2,994
-4,941
-62% -$378K 0.05% 290
2020
Q1 		$416K Buy
7,935
+229
+3% +$15.7K 0.08% 211
2019
Q4 		$482K Buy
+7,706
New +$492K 0.08% 236
2018
Q4 		– Sell
-3,394
Closed -$336K – 415
2018
Q3 		$336K Sell
3,394
-31
-0.9% -$2.39K 0.07% 249
2018
Q2 		$211K Buy
+3,425
New +$188K 0.05% 339

Other funds holding XYZ

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Arete Wealth Advisors's XYZ Position: Q1 2026 in Review

Arete Wealth Advisors increased its Block Inc (XYZ) stake by 159% in Q1 2026, buying an estimated $393K and bringing the position to 10,521 shares worth $633K. The position accounts for 0.05% of the portfolio, ranked #254.

Arete Wealth Advisors first reported a position in XYZ in Q2 2018 and has held it in 26 quarters since. The position peaked at $838M in Q4 2022. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Arete Wealth Advisors held 10,521 shares of Block Inc worth $633K as of Q1 2026.
  • Arete Wealth Advisors bought 6,459 Block Inc shares in Q1 2026, an estimated $393K.
  • Block Inc made up 0.05% of Arete Wealth Advisors's portfolio in Q1 2026, its #254 holding.
  • Arete Wealth Advisors first reported a position in Block Inc in Q2 2018 and has held it in 26 quarters since.
  • Arete Wealth Advisors's Block Inc position peaked at $838M in Q4 2022.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.