Atria Investments’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.93M | Buy |
32,036
+3,122
| +11% | +$190K | 0.02% | 726 |
|
|
2025
Q4 | $1.88M | Sell |
28,914
-4,920
| -15% | -$339K | 0.02% | 746 |
|
|
2025
Q3 | $2.45M | Sell |
33,834
-384
| -1% | -$28.7K | 0.03% | 644 |
|
|
2025
Q2 | $2.32M | Sell |
34,218
-1,501
| -4% | -$87.3K | 0.03% | 668 |
|
|
2025
Q1 | $1.94M | Buy |
35,719
+716
| +2% | +$53.4K | 0.02% | 718 |
|
|
2024
Q4 | $2.97M | Buy |
35,003
+2,782
| +9% | +$228K | 0.04% | 529 |
|
|
2024
Q3 | $2.16M | Sell |
32,221
-24,515
| -43% | -$1.58M | 0.03% | 637 |
|
|
2024
Q2 | $3.66M | Sell |
56,736
-2,255
| -4% | -$158K | 0.05% | 433 |
|
|
2024
Q1 | $4.99M | Buy |
58,991
+8,926
| +18% | +$646K | 0.07% | 337 |
|
|
2023
Q4 | $3.87M | Buy |
50,065
+129
| +0.3% | +$7.29K | 0.06% | 363 |
|
|
2023
Q3 | $2.21M | Buy |
49,936
+16,534
| +50% | +$1.02M | 0.04% | 538 |
|
|
2023
Q2 | $2.22M | Sell |
33,402
-302
| -0.9% | -$18.9K | 0.04% | 509 |
|
|
2023
Q1 | $2.31M | Buy |
33,704
+8,554
| +34% | +$640K | 0.04% | 490 |
|
|
2022
Q4 | $1.58M | Buy |
25,150
+3,340
| +15% | +$206K | 0.03% | 598 |
|
|
2022
Q3 | $1.2M | Sell |
21,810
-2,969
| -12% | -$210K | 0.03% | 658 |
|
|
2022
Q2 | $1.52M | Sell |
24,779
-2,189
| -8% | -$200K | 0.03% | 596 |
|
|
2022
Q1 | $3.66M | Buy |
26,968
+15,584
| +137% | +$1.89M | 0.06% | 361 |
|
|
2021
Q4 | $1.84M | Buy |
11,384
+720
| +7% | +$156K | 0.03% | 600 |
|
|
2021
Q3 | $2.56M | Buy |
10,664
+3,348
| +46% | +$860K | 0.05% | 426 |
|
|
2021
Q2 | $1.78M | Buy |
7,316
+1,171
| +19% | +$272K | 0.03% | 551 |
|
|
2021
Q1 | $1.4M | Buy |
6,145
+697
| +13% | +$163K | 0.03% | 586 |
|
|
2020
Q4 | $1.19M | Sell |
5,448
-23,324
| -81% | -$4.55M | 0.03% | 606 |
|
|
2020
Q3 | $4.68M | Buy |
+28,772
| New | +$4.06M | 0.14% | 165 |
|
|
2020
Q1 | – | Sell |
-21,752
| Closed | -$1.36M | – | 1222 |
|
|
2019
Q4 | $1.36M | Buy |
21,752
+1
| +0% | +$64 | 0.04% | 428 |
|
|
2019
Q3 | $1.35M | Buy |
21,751
+88
| +0.4% | +$5.98K | 0.05% | 325 |
|
|
2019
Q2 | $1.34M | Buy |
21,663
+2,593
| +14% | +$181K | 0.05% | 316 |
|
|
2019
Q1 | $1.43M | Buy |
19,070
+8,320
| +77% | +$603K | 0.06% | 268 |
|
|
2018
Q4 | $603K | Sell |
10,750
-1,694
| -14% | -$120K | 0.03% | 439 |
|
|
2018
Q3 | $1.23M | Buy |
12,444
+9,001
| +261% | +$694K | 0.05% | 345 |
|
|
2018
Q2 | $212K | Buy |
+3,443
| New | +$189K | 0.01% | 892 |
|
Other funds holding XYZ
VCM
VPM
Atria Investments's XYZ Position: Q1 2026 in Review
Atria Investments increased its Block Inc (XYZ) stake by 11% in Q1 2026, buying an estimated $190K and bringing the position to 32,036 shares worth $1.93M. The position accounts for 0.02% of the portfolio, ranked #726.
Atria Investments first reported a position in XYZ in Q2 2018 and has held it in 30 quarters since. The position peaked at $4.99M in Q1 2024. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.
- Atria Investments held 32,036 shares of Block Inc worth $1.93M as of Q1 2026.
- Atria Investments bought 3,122 Block Inc shares in Q1 2026, an estimated $190K.
- Block Inc made up 0.02% of Atria Investments's portfolio in Q1 2026, its #726 holding.
- Atria Investments first reported a position in Block Inc in Q2 2018 and has held it in 30 quarters since.
- Atria Investments's Block Inc position peaked at $4.99M in Q1 2024.
- 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.