Cambridge Investment Research Advisors
XYZ

Cambridge Investment Research Advisors’s Block Inc XYZ Stock Holding History

Cambridge Investment Research 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 		$3.2M Buy
42,099
+433
+1% +$30.4K 0.01% 1330
2026
Q1 		$2.51M Sell
41,666
-36,418
-47% -$2.21M 0.01% 1431
2025
Q4 		$5.08M Buy
78,084
+7,505
+11% +$518K 0.01% 924
2025
Q3 		$5.1M Sell
70,579
-17,119
-20% -$1.28M 0.01% 899
2025
Q2 		$5.96M Buy
87,698
+32,837
+60% +$1.91M 0.02% 758
2025
Q1 		$2.98M Sell
54,861
-1,136
-2% -$84.8K 0.01% 1101
2024
Q4 		$4.76M Sell
55,997
-5,899
-10% -$484K 0.02% 831
2024
Q3 		$4.16M Sell
61,896
-39,161
-39% -$2.53M 0.01% 908
2024
Q2 		$6.52M Buy
101,057
+3,369
+3% +$236K 0.02% 636
2024
Q1 		$8.26M Buy
97,688
+18,197
+23% +$1.32M 0.03% 524
2023
Q4 		$6.15M Sell
79,491
-4,420
-5% -$250K 0.03% 606
2023
Q3 		$3.71M Buy
83,911
+7,507
+10% +$465K 0.02% 806
2023
Q2 		$5.09M Sell
76,404
-18,111
-19% -$1.13M 0.02% 650
2023
Q1 		$6.49M Buy
94,515
+3,167
+3% +$237K 0.03% 515
2022
Q4 		$5.74M Sell
91,348
-15,777
-15% -$973K 0.03% 549
2022
Q3 		$5.89M Sell
107,125
-9,913
-8% -$702K 0.03% 498
2022
Q2 		$7.19M Buy
117,038
+5,892
+5% +$538K 0.04% 437
2022
Q1 		$15.1M Buy
111,146
+1,816
+2% +$220K 0.07% 265
2021
Q4 		$17.7M Sell
109,330
-21
-0% -$4.55K 0.08% 240
2021
Q3 		$26.2M Sell
109,351
-48,988
-31% -$12.6M 0.13% 166
2021
Q2 		$38.6M Buy
158,339
+10,055
+7% +$2.33M 0.18% 100
2021
Q1 		$33.7M Sell
148,284
-5,254
-3% -$1.23M 0.18% 106
2020
Q4 		$33.4M Sell
153,538
-6,625
-4% -$1.29M 0.2% 99
2020
Q3 		$26M Sell
160,163
-4,595
-3% -$649K 0.18% 121
2020
Q2 		$17.3M Sell
164,758
-1,862
-1% -$143K 0.13% 168
2020
Q1 		$8.73M Buy
166,620
+15,694
+10% +$1.07M 0.08% 230
2019
Q4 		$9.44M Buy
150,926
+11,421
+8% +$730K 0.07% 258
2019
Q3 		$8.64M Buy
139,505
+11,044
+9% +$750K 0.08% 259
2019
Q2 		$9.32M Buy
128,461
+5,043
+4% +$352K 0.09% 240
2019
Q1 		$9.25M Buy
123,418
+19,770
+19% +$1.43M 0.09% 217
2018
Q4 		$5.81M Sell
103,648
-61,232
-37% -$4.32M 0.06% 274
2018
Q3 		$16.3M Buy
164,880
+84,202
+104% +$6.49M 0.16% 142
2018
Q2 		$4.97M Buy
80,678
+15,265
+23% +$840K 0.05% 331
2018
Q1 		$3.22M Buy
65,413
+5,746
+10% +$264K 0.04% 458
2017
Q4 		$2.07M Buy
59,667
+29,282
+96% +$1.07M 0.02% 579
2017
Q3 		$875K Buy
30,385
+10,590
+53% +$277K 0.01% 910
2017
Q2 		$464K Buy
19,795
+9,645
+95% +$199K 0.01% 1247
2017
Q1 		$175K Buy
10,150
+30
+0.3% +$469 ﹤0.01% 1635
2016
Q4 		$138K Sell
10,120
-554
-5% -$6.9K ﹤0.01% 1567
2016
Q3 		$124K Sell
10,674
-1,146
-10% -$12.5K ﹤0.01% 1654
2016
Q2 		$107K Buy
+11,820
New +$134K ﹤0.01% 1479

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

Cambridge Investment Research Advisors's XYZ Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Block Inc (XYZ) stake by 1% in Q2 2026, buying an estimated $30.4K and bringing the position to 42,099 shares worth $3.2M. The position accounts for 0.01% of the portfolio, ranked #1330.

Cambridge Investment Research Advisors first reported a position in XYZ in Q2 2016 and has held it in 41 quarters since. The position peaked at $38.6M in Q2 2021. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Cambridge Investment Research Advisors held 42,099 shares of Block Inc worth $3.2M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 433 Block Inc shares in Q2 2026, an estimated $30.4K.
  • Block Inc made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1330 holding.
  • Cambridge Investment Research Advisors first reported a position in Block Inc in Q2 2016 and has held it in 41 quarters since.
  • Cambridge Investment Research Advisors's Block Inc position peaked at $38.6M in Q2 2021.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.