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 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssuredPartners Investment Advisors's XYZ Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its Block Inc (XYZ) stake by 0.06% in Q1 2026, buying an estimated $122 and bringing the position to 3,637 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #370.

AssuredPartners Investment Advisors first reported a position in XYZ in Q4 2024 and has held it in 5 quarters since. The position peaked at $310K in Q2 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

AssuredPartners Investment Advisors held 3,637 shares of Block Inc worth $221K as of Q1 2026.
AssuredPartners Investment Advisors bought 2 Block Inc shares in Q1 2026, an estimated $122.
Block Inc made up 0.02% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #370 holding.
AssuredPartners Investment Advisors first reported a position in Block Inc in Q4 2024 and has held it in 5 quarters since.
AssuredPartners Investment Advisors's Block Inc position peaked at $310K in Q2 2025.
986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.