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Benjamin Edwards Inc’s Block Inc XYZ Stock Holding History

Benjamin Edwards Inc’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 		$1.06M Buy
13,948
+2,935
+27% +$206K 0.01% 781
2026
Q1 		$663K Sell
11,013
-3,842
-26% -$234K 0.01% 895
2025
Q4 		$967K Buy
14,855
+3,705
+33% +$256K 0.01% 725
2025
Q3 		$806K Sell
11,150
-3,331
-23% -$249K 0.01% 769
2025
Q2 		$984K Sell
14,481
-1,082
-7% -$63K 0.01% 631
2025
Q1 		$846K Sell
15,563
-8,639
-36% -$645K 0.01% 629
2024
Q4 		$2.06M Sell
24,202
-15,033
-38% -$1.23M 0.03% 429
2024
Q3 		$2.63M Buy
39,235
+38,166
+3,570% +$2.47M 0.04% 381
2024
Q2 		$69K Sell
1,069
-244
-19% -$17.1K 0.01% 464
2024
Q1 		$111K Sell
1,313
-199
-13% -$14.4K 0.02% 407
2023
Q4 		$117K Sell
1,512
-99
-6% -$5.6K 0.03% 400
2023
Q3 		$71K Buy
1,611
+49
+3% +$3.03K 0.02% 424
2023
Q2 		$104K Sell
1,562
-74
-5% -$4.62K 0.02% 381
2023
Q1 		$112K Buy
1,636
+589
+56% +$44.1K 0.03% 350
2022
Q4 		$66K Buy
1,047
+92
+10% +$5.68K 0.02% 399
2022
Q3 		$53K Buy
955
+296
+45% +$21K 0.02% 415
2022
Q2 		$41K Buy
659
+42
+7% +$3.84K 0.01% 447
2022
Q1 		$84K Buy
617
+134
+28% +$16.2K 0.02% 388
2021
Q4 		$78K Buy
483
+223
+86% +$48.3K 0.03% 379
2021
Q3 		$62K Sell
260
-52
-17% -$13.4K 0.04% 278
2021
Q2 		$76K Sell
312
-116
-27% -$26.9K 0.05% 244
2021
Q1 		$97K Buy
428
+63
+17% +$14.7K 0.07% 206
2020
Q4 		$79K Sell
365
-272
-43% -$53.1K 0.06% 208
2020
Q3 		$104K Sell
637
-265
-29% -$37.4K 0.09% 165
2020
Q2 		$95K Buy
902
+12
+1% +$919 0.08% 160
2020
Q1 		$47K Buy
890
+62
+7% +$4.24K 0.05% 178
2019
Q4 		$52K Buy
828
+116
+16% +$7.41K 0.11% 130
2019
Q3 		$44K Buy
712
+200
+39% +$13.6K 0.1% 134
2019
Q2 		$37K Buy
512
+225
+78% +$15.7K 0.09% 138
2019
Q1 		$22K Buy
+287
New +$20.8K 0.11% 154

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

Benjamin Edwards Inc's XYZ Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Block Inc (XYZ) stake by 27% in Q2 2026, buying an estimated $206K and bringing the position to 13,948 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #781.

Benjamin Edwards Inc first reported a position in XYZ in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.63M in Q3 2024. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Benjamin Edwards Inc held 13,948 shares of Block Inc worth $1.06M as of Q2 2026.
  • Benjamin Edwards Inc bought 2,935 Block Inc shares in Q2 2026, an estimated $206K.
  • Block Inc made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #781 holding.
  • Benjamin Edwards Inc first reported a position in Block Inc in Q1 2019 and has held it in 30 quarters since.
  • Benjamin Edwards Inc's Block Inc position peaked at $2.63M in Q3 2024.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.