B. Riley Wealth Advisors’s Block Inc XYZ Stock Holding History

B. Riley Wealth Advisors’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
2025 Q3	–	Sell	-300	Closed	-$20.4K	–	1197
2025 Q2	$20.4K	Buy	+300	New	+$17.5K	﹤0.01%	1013

Other funds holding XYZ

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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.