B. Riley Wealth Advisors’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 | – | Sell |
-3,091
| Closed | -$201K | – | 1142 |
|
|
2025
Q4 | $201K | Sell |
3,091
-535
| -15% | -$36.9K | 0.01% | 873 |
|
|
2025
Q3 | $262K | Sell |
3,626
-1,493
| -29% | -$112K | 0.01% | 771 |
|
|
2025
Q2 | $348K | Buy |
+5,119
| New | +$298K | 0.02% | 651 |
|
|
2024
Q4 | $914K | Buy |
10,755
+361
| +3% | +$29.6K | 0.03% | 475 |
|
|
2024
Q3 | $690K | Sell |
10,394
-2,338
| -18% | -$151K | 0.02% | 616 |
|
|
2024
Q2 | $821K | Sell |
12,732
-1,095
| -8% | -$76.6K | 0.02% | 605 |
|
|
2024
Q1 | $612K | Buy |
13,827
+1,132
| +9% | +$81.9K | 0.02% | 699 |
|
|
2023
Q4 | $982K | Sell |
12,695
-1,132
| -8% | -$64K | 0.03% | 533 |
|
|
2023
Q3 | $612K | Sell |
13,827
-1,520
| -10% | -$94.1K | 0.02% | 699 |
|
|
2023
Q2 | $1.02M | Sell |
15,347
-787
| -5% | -$49.2K | 0.02% | 557 |
|
|
2023
Q1 | $1.11M | Sell |
16,134
-1,545
| -9% | -$116K | 0.03% | 516 |
|
|
2022
Q4 | $1.11M | Sell |
17,679
-3,253
| -16% | -$201K | 0.03% | 498 |
|
|
2022
Q3 | $1.15M | Sell |
20,932
-8,095
| -28% | -$573K | 0.03% | 463 |
|
|
2022
Q2 | $1.78M | Sell |
29,027
-8,321
| -22% | -$760K | 0.08% | 273 |
|
|
2022
Q1 | $5.07M | Buy |
37,348
+5,635
| +18% | +$682K | 0.17% | 132 |
|
|
2021
Q4 | $5.12M | Sell |
31,713
-6,090
| -16% | -$1.32M | 0.15% | 148 |
|
|
2021
Q3 | $9.07M | Buy |
37,803
+4,386
| +13% | +$1.13M | 0.29% | 72 |
|
|
2021
Q2 | $8.14M | Buy |
33,417
+898
| +3% | +$208K | 0.26% | 79 |
|
|
2021
Q1 | $7.38M | Buy |
32,519
+5,132
| +19% | +$1.2M | 0.26% | 84 |
|
|
2020
Q4 | $5.96M | Buy |
27,387
+2,492
| +10% | +$486K | 0.32% | 72 |
|
|
2020
Q3 | $3.96M | Sell |
24,895
-3,538
| -12% | -$500K | 0.21% | 110 |
|
|
2020
Q2 | $2.98M | Sell |
28,433
-2,720
| -9% | -$208K | 0.2% | 122 |
|
|
2020
Q1 | $1.63M | Sell |
31,153
-2,100
| -6% | -$144K | 0.14% | 156 |
|
|
2019
Q4 | $2.08M | Sell |
33,253
-95
| -0.3% | -$6.07K | 0.18% | 131 |
|
|
2019
Q3 | $2.07M | Buy |
33,348
+249
| +0.8% | +$16.9K | 0.2% | 108 |
|
|
2019
Q2 | $2.4M | Sell |
33,099
-994
| -3% | -$69.4K | 0.26% | 85 |
|
|
2019
Q1 | $2.56M | Buy |
34,093
+6,551
| +24% | +$475K | 0.32% | 67 |
|
|
2018
Q4 | $1.55M | Buy |
27,542
+4,722
| +21% | +$333K | 0.22% | 107 |
|
|
2018
Q3 | $2.26M | Sell |
22,820
-4,639
| -17% | -$358K | 0.27% | 79 |
|
|
2018
Q2 | $1.69M | Sell |
27,459
-1,246
| -4% | -$68.5K | 0.22% | 106 |
|
|
2018
Q1 | $1.41M | Buy |
28,705
+11,253
| +64% | +$516K | 0.2% | 123 |
|
|
2017
Q4 | $606K | Buy |
17,452
+3,498
| +25% | +$128K | 0.08% | 265 |
|
|
2017
Q3 | $403K | Buy |
13,954
+1,510
| +12% | +$39.5K | 0.07% | 309 |
|
|
2017
Q2 | $292K | Buy |
12,444
+2,209
| +22% | +$45.7K | 0.05% | 370 |
|
|
2017
Q1 | $177K | Buy |
+10,235
| New | +$160K | 0.04% | 465 |
|
Other funds holding XYZ
VCM
VPM
B. Riley Wealth Advisors's XYZ Position: Q1 2026 in Review
B. Riley Wealth Advisors sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 3,091 shares — an estimated $201K sold.
B. Riley Wealth Advisors first reported a position in XYZ in Q1 2017 and held it in 35 quarters. The position peaked at $9.07M in Q3 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.
- B. Riley Wealth Advisors reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
- B. Riley Wealth Advisors sold 3,091 Block Inc shares in Q1 2026, an estimated $201K.
- B. Riley Wealth Advisors first reported a position in Block Inc in Q1 2017 and held it in 35 quarters.
- B. Riley Wealth Advisors's Block Inc position peaked at $9.07M in Q3 2021.
- 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.
Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.