AC
XYZ

Avestar Capital’s Block Inc XYZ Stock Holding History

Avestar Capital’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
2021
Q4 		– Sell
-1,000
Closed -$240K – 516
2021
Q3 		$240K Hold
1,000
– – 0.03% 391
2021
Q2 		$244K Buy
+1,000
New +$232K 0.03% 370

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 $3.37T AUM 44.26% 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

Avestar Capital's XYZ Position: Q2 2026 in Review

Avestar Capital opened a new position in Block Inc (XYZ) in Q2 2026: 3,058 shares worth $232K. The stake represents 0.01% of the portfolio and ranks #501 among its holdings. This is a return to the name: Avestar Capital previously reported a position in XYZ as recently as Q3 2025.

Avestar Capital first reported a position in XYZ in Q2 2018 and has held it in 26 quarters since. The position peaked at $2.37M in Q2 2021. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Avestar Capital held 3,058 shares of Block Inc worth $232K as of Q2 2026.
  • Block Inc was a new Avestar Capital position in Q2 2026.
  • Block Inc made up 0.01% of Avestar Capital's portfolio in Q2 2026, its #501 holding.
  • Avestar Capital first reported a position in Block Inc in Q2 2018 and has held it in 26 quarters since.
  • Avestar Capital's Block Inc position peaked at $2.37M in Q2 2021.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.