BPA
XYZ

Beacon Pointe Advisors’s Block Inc XYZ Stock Holding History

Beacon Pointe 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
2026
Q2 		$13.6M Sell
178,628
-27,468
-13% -$1.93M 0.06% 272
2026
Q1 		$12.4M Buy
206,096
+22,807
+12% +$1.39M 0.07% 268
2025
Q4 		$11.9M Sell
183,289
-6,803
-4% -$469K 0.08% 219
2025
Q3 		$13.7M Buy
190,092
+19,369
+11% +$1.45M 0.12% 175
2025
Q2 		$11.6M Buy
170,723
+43,287
+34% +$2.52M 0.12% 160
2025
Q1 		$6.92M Buy
127,436
+123,985
+3,593% +$9.25M 0.08% 228
2024
Q4 		$293K Sell
3,451
-348
-9% -$28.5K ﹤0.01% 1016
2024
Q3 		$255K Sell
3,799
-293
-7% -$18.9K ﹤0.01% 1083
2024
Q2 		$264K Sell
4,092
-2,743
-40% -$192K ﹤0.01% 1087
2024
Q1 		$578K Buy
6,835
+1,383
+25% +$100K 0.01% 859
2023
Q4 		$422K Sell
5,452
-1,992
-27% -$113K 0.01% 954
2023
Q3 		$329K Sell
7,444
-223
-3% -$13.8K ﹤0.01% 1026
2023
Q2 		$510K Sell
7,667
-2,748
-26% -$172K 0.01% 709
2023
Q1 		$715K Buy
10,415
+34
+0.3% +$2.54K 0.01% 642
2022
Q4 		$652K Sell
10,381
-1,394
-12% -$86K 0.01% 612
2022
Q3 		$651K Sell
11,775
-1,885
-14% -$133K 0.01% 569
2022
Q2 		$836K Sell
13,660
-7,039
-34% -$643K 0.02% 516
2022
Q1 		$2.81M Buy
20,699
+13,617
+192% +$1.65M 0.04% 375
2021
Q4 		$1.14M Sell
7,082
-565
-7% -$122K 0.03% 356
2021
Q3 		$1.83M Sell
7,647
-89
-1% -$22.9K 0.05% 295
2021
Q2 		$1.89M Buy
7,736
+6,519
+536% +$1.51M 0.07% 231
2021
Q1 		$277K Sell
1,217
-39
-3% -$9.12K 0.02% 402
2020
Q4 		$273K Buy
+1,256
New +$245K 0.02% 385

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

Beacon Pointe Advisors's XYZ Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Block Inc (XYZ) stake by 13% in Q2 2026, selling an estimated $1.93M and leaving 178,628 shares worth $13.6M. The position accounts for 0.06% of the portfolio, ranked #272.

Beacon Pointe Advisors first reported a position in XYZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.7M in Q3 2025. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Beacon Pointe Advisors held 178,628 shares of Block Inc worth $13.6M as of Q2 2026.
  • Beacon Pointe Advisors sold 27,468 Block Inc shares in Q2 2026, an estimated $1.93M.
  • Block Inc made up 0.06% of Beacon Pointe Advisors's portfolio in Q2 2026, its #272 holding.
  • Beacon Pointe Advisors first reported a position in Block Inc in Q4 2020 and has held it in 23 quarters since.
  • Beacon Pointe Advisors's Block Inc position peaked at $13.7M in Q3 2025.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.