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AssuredPartners Investment Advisors’s Block Inc XYZ Stock Holding History

AssuredPartners Investment 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
Q2 		$276K Hold
3,637
– – 0.03% 351
2026
Q1 		$221K Buy
3,637
+2
+0.1% +$122 0.02% 370
2025
Q4 		$237K Sell
3,635
-282
-7% -$19.5K 0.04% 311
2025
Q3 		$283K Sell
3,917
-649
-14% -$48.6K 0.06% 214
2025
Q2 		$310K Buy
+4,566
New +$266K 0.08% 183
2025
Q1 		– Sell
-3,208
Closed -$273K – 344
2024
Q4 		$273K Buy
+3,208
New +$263K 0.05% 284

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 $3.38T AUM 44.17% 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

AssuredPartners Investment Advisors's XYZ Position: Q2 2026 in Review

AssuredPartners Investment Advisors held its Block Inc (XYZ) position steady in Q2 2026 at 3,637 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #351.

AssuredPartners Investment Advisors first reported a position in XYZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $310K in Q2 2025. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • AssuredPartners Investment Advisors held 3,637 shares of Block Inc worth $276K as of Q2 2026.
  • AssuredPartners Investment Advisors left its Block Inc share count unchanged in Q2 2026.
  • Block Inc made up 0.03% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #351 holding.
  • AssuredPartners Investment Advisors first reported a position in Block Inc in Q4 2024 and has held it in 6 quarters since.
  • AssuredPartners Investment Advisors's Block Inc position peaked at $310K in Q2 2025.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.