AWA
XYZ

Arkadios Wealth Advisors’s Block Inc XYZ Stock Holding History

Arkadios 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
2022
Q1 		– Sell
-5,000
Closed -$808K – 643
2021
Q4 		$808K Buy
+5,000
New +$1.08M 0.11% 218

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

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

Arkadios Wealth Advisors reduced its Block Inc (XYZ) stake by 9.5% in Q1 2026, selling an estimated $320K and leaving 50,475 shares worth $3.04M. The position accounts for 0.05% of the portfolio, ranked #382.

Arkadios Wealth Advisors first reported a position in XYZ in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.26M in Q3 2025. 987 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Arkadios Wealth Advisors held 50,475 shares of Block Inc worth $3.04M as of Q1 2026.
  • Arkadios Wealth Advisors sold 5,271 Block Inc shares in Q1 2026, an estimated $320K.
  • Block Inc made up 0.05% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #382 holding.
  • Arkadios Wealth Advisors first reported a position in Block Inc in Q4 2019 and has held it in 26 quarters since.
  • Arkadios Wealth Advisors's Block Inc position peaked at $4.26M in Q3 2025.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

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