Aviance Capital Partners’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
$625K Sell
10,383
-22
-0.2% -$1.34K 0.07% 215
2025
Q4
$677K Sell
10,405
-83
-0.8% -$5.72K 0.08% 206
2025
Q3
$758K Sell
10,488
-21,476
-67% -$1.61M 0.09% 189
2025
Q2
$2.17M Buy
31,964
+3,217
+11% +$187K 0.28% 82
2025
Q1
$1.56M Buy
28,747
+7,743
+37% +$578K 0.22% 106
2024
Q4
$1.79M Buy
21,004
+927
+5% +$76K 0.25% 92
2024
Q3
$1.35M Buy
20,077
+4,504
+29% +$291K 0.18% 133
2024
Q2
$1M Buy
15,573
+5,515
+55% +$386K 0.14% 142
2024
Q1
$851K Sell
10,058
-965
-9% -$69.8K 0.13% 165
2023
Q4
$853K Buy
11,023
+220
+2% +$12.4K 0.18% 130
2023
Q3
$478K Sell
10,803
-125
-1% -$7.74K 0.11% 171
2023
Q2
$727K Sell
10,928
-3,912
-26% -$244K 0.15% 155
2023
Q1
$1.02M Hold
14,840
0.23% 123
2022
Q4
$933K Sell
14,840
-11,050
-43% -$682K 0.22% 130
2022
Q3
$1.42M Hold
25,890
0.35% 81
2022
Q2
$1.59M Buy
25,890
+727
+3% +$66.4K 0.35% 81
2022
Q1
$3.41M Sell
25,163
-16,000
-39% -$1.94M 0.63% 41
2021
Q4
$6.65M Sell
41,163
-3,100
-7% -$672K 1.11% 22
2021
Q3
$10.6M Hold
44,263
1.88% 7
2021
Q2
$10.8M Buy
44,263
+2,875
+7% +$667K 1.89% 8
2021
Q1
$9.4M Buy
41,388
+7,300
+21% +$1.71M 1.81% 7
2020
Q4
$7.42M Buy
34,088
+4,588
+16% +$895K 1.5% 9
2020
Q3
$4.79M Buy
29,500
+13,500
+84% +$1.91M 1.08% 16
2020
Q2
$1.68M Buy
16,000
+6,000
+60% +$459K 0.41% 59
2020
Q1
$524K Hold
10,000
0.17% 140
2019
Q4
$626K Hold
10,000
0.16% 143
2019
Q3
$620K Hold
10,000
0.18% 136
2019
Q2
$725K Hold
10,000
0.2% 138
2019
Q1
$749K Hold
10,000
0.21% 132
2018
Q4
$560K Hold
10,000
0.2% 135
2018
Q3
$990K Hold
10,000
0.24% 110
2018
Q2
$616K Hold
10,000
0.18% 149
2018
Q1
$492K Hold
10,000
0.15% 161
2017
Q4
$347K Hold
10,000
0.11% 186
2017
Q3
$288K Hold
10,000
0.1% 184
2017
Q2
$235K Hold
10,000
0.08% 195
2017
Q1
$173K Hold
10,000
0.06% 196
2016
Q4
$136K Sell
10,000
-194
-2% -$2.42K 0.05% 202
2016
Q3
$119K Buy
+10,194
New +$111K 0.04% 203

Other funds holding XYZ

Aviance Capital Partners's XYZ Position: Q1 2026 in Review

Aviance Capital Partners reduced its Block Inc (XYZ) stake by 0.21% in Q1 2026, selling an estimated $1.34K and leaving 10,383 shares worth $625K. The position accounts for 0.07% of the portfolio, ranked #215.

Aviance Capital Partners first reported a position in XYZ in Q3 2016 and has held it in 39 quarters since. The position peaked at $10.8M in Q2 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Aviance Capital Partners held 10,383 shares of Block Inc worth $625K as of Q1 2026.
  • Aviance Capital Partners sold 22 Block Inc shares in Q1 2026, an estimated $1.34K.
  • Block Inc made up 0.07% of Aviance Capital Partners's portfolio in Q1 2026, its #215 holding.
  • Aviance Capital Partners first reported a position in Block Inc in Q3 2016 and has held it in 39 quarters since.
  • Aviance Capital Partners's Block Inc position peaked at $10.8M in Q2 2021.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.