BWP
XYZ

Balboa Wealth Partners’s Block Inc XYZ Stock Holding History

Balboa Wealth Partners’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 		$416K Sell
5,473
-2,195
-29% -$154K 0.06% 274
2026
Q1 		$461K Sell
7,668
-2,053
-21% -$125K 0.08% 213
2025
Q4 		$633K Sell
9,721
-2,618
-21% -$181K 0.1% 156
2025
Q3 		$892K Buy
+12,339
New +$924K 0.15% 110

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

Balboa Wealth Partners's XYZ Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Block Inc (XYZ) stake by 29% in Q2 2026, selling an estimated $154K and leaving 5,473 shares worth $416K. The position accounts for 0.06% of the portfolio, ranked #274.

Balboa Wealth Partners first reported a position in XYZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $892K in Q3 2025. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Balboa Wealth Partners held 5,473 shares of Block Inc worth $416K as of Q2 2026.
  • Balboa Wealth Partners sold 2,195 Block Inc shares in Q2 2026, an estimated $154K.
  • Block Inc made up 0.06% of Balboa Wealth Partners's portfolio in Q2 2026, its #274 holding.
  • Balboa Wealth Partners first reported a position in Block Inc in Q3 2025 and has held it in 4 quarters since.
  • Balboa Wealth Partners's Block Inc position peaked at $892K in Q3 2025.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.