AW
XYZ

Avion Wealth’s Block Inc XYZ Stock Holding History

Avion Wealth’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 		$14K Buy
189
+34
+22% +$2.39K ﹤0.01% 501
2026
Q1 		$9K Buy
155
+7
+5% +$426 ﹤0.01% 539
2025
Q4 		$9K Sell
148
-24
-14% -$1.66K ﹤0.01% 528
2025
Q3 		$12K Sell
172
-1
-0.6% -$75 ﹤0.01% 446
2025
Q2 		$11K Sell
173
-41
-19% -$2.38K ﹤0.01% 457
2025
Q1 		$18K Hold
214
– – ﹤0.01% 304
2024
Q4 		$18K Sell
214
-90
-30% -$7.38K ﹤0.01% 304
2024
Q3 		$20K Sell
304
-98
-24% -$6.33K 0.01% 260
2024
Q2 		$25K Buy
402
+293
+269% +$20.5K 0.01% 221
2024
Q1 		$10K Buy
109
+11
+11% +$796 ﹤0.01% 323
2023
Q4 		$8K Buy
98
+73
+292% +$4.13K ﹤0.01% 320
2023
Q3 		$1K Sell
25
-16
-39% -$991 ﹤0.01% 764
2023
Q2 		$2K Buy
41
+13
+46% +$812 ﹤0.01% 512
2023
Q1 		$1K Buy
28
+3
+12% +$225 ﹤0.01% 504
2022
Q4 		$1K Hold
25
– – ﹤0.01% 455
2022
Q3 		$1K Sell
25
-12
-32% -$850 ﹤0.01% 500
2022
Q2 		$2K Buy
37
+12
+48% +$1.1K ﹤0.01% 413
2022
Q1 		$3K Sell
25
-165
-87% -$20K ﹤0.01% 329
2021
Q4 		$31K Hold
190
– – 0.01% 154
2021
Q3 		$46K Hold
190
– – 0.01% 131
2021
Q2 		$46K Buy
190
+165
+660% +$38.3K 0.01% 130
2021
Q1 		$6K Buy
+25
New +$5.85K ﹤0.01% 254

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

Avion Wealth's XYZ Position: Q2 2026 in Review

Avion Wealth increased its Block Inc (XYZ) stake by 22% in Q2 2026, buying an estimated $2.39K and bringing the position to 189 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Avion Wealth first reported a position in XYZ in Q1 2021 and has held it in 22 quarters since. The position peaked at $46K in Q3 2021. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Avion Wealth held 189 shares of Block Inc worth $14K as of Q2 2026.
  • Avion Wealth bought 34 Block Inc shares in Q2 2026, an estimated $2.39K.
  • Block Inc made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #501 holding.
  • Avion Wealth first reported a position in Block Inc in Q1 2021 and has held it in 22 quarters since.
  • Avion Wealth's Block Inc position peaked at $46K in Q3 2021.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.