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Bell Investment Advisors’s Block Inc XYZ Stock Holding History

Bell Investment 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 		$4.56K Sell
60
-25
-29% -$1.76K ﹤0.01% 1017
2026
Q1 		$5.12K Sell
85
-10
-11% -$608 ﹤0.01% 949
2025
Q4 		$6.18K Sell
95
-1
-1% -$69 ﹤0.01% 895
2025
Q3 		$6.94K Sell
96
-23
-19% -$1.72K ﹤0.01% 776
2025
Q2 		$8.08K Buy
119
+19
+19% +$1.1K ﹤0.01% 764
2025
Q1 		$5.43K Buy
100
+17
+20% +$1.27K ﹤0.01% 872
2024
Q4 		$7.05K Buy
83
+9
+12% +$738 ﹤0.01% 754
2024
Q3 		$4.97K Sell
74
-25
-25% -$1.61K ﹤0.01% 933
2024
Q2 		$6.38K Buy
99
+7
+8% +$490 ﹤0.01% 808
2024
Q1 		$7.78K Buy
92
+8
+10% +$579 ﹤0.01% 697
2023
Q4 		$6.5K Sell
84
-82
-49% -$4.64K ﹤0.01% 739
2023
Q3 		$7.35K Sell
166
-67
-29% -$4.15K ﹤0.01% 622
2023
Q2 		$15.5K Sell
233
-106
-31% -$6.62K ﹤0.01% 365
2023
Q1 		$23.3K Sell
339
-51
-13% -$3.82K 0.01% 275
2022
Q4 		$24.5K Buy
390
+52
+15% +$3.21K 0.01% 267
2022
Q3 		$19K Buy
338
+141
+72% +$9.98K 0.01% 272
2022
Q2 		$12K Buy
+197
New +$18K ﹤0.01% 387
2021
Q4 		$15K Sell
91
-33
-27% -$7.15K ﹤0.01% 382
2021
Q3 		$30K Buy
+124
New +$31.9K 0.01% 215

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's XYZ Position: Q2 2026 in Review

Bell Investment Advisors reduced its Block Inc (XYZ) stake by 29% in Q2 2026, selling an estimated $1.76K and leaving 60 shares worth $4.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

Bell Investment Advisors first reported a position in XYZ in Q3 2021 and has held it in 19 quarters since. The position peaked at $30K in Q3 2021. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Bell Investment Advisors held 60 shares of Block Inc worth $4.56K as of Q2 2026.
  • Bell Investment Advisors sold 25 Block Inc shares in Q2 2026, an estimated $1.76K.
  • Block Inc made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1017 holding.
  • Bell Investment Advisors first reported a position in Block Inc in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Block Inc position peaked at $30K in Q3 2021.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.