Capital Advisors Ltd’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $69K | Hold |
904
| – | – | 0.01% | 465 |
|
|
2026
Q1 | $54K | Sell |
904
-1
| -0.1% | -$61 | 0.01% | 480 |
|
|
2025
Q4 | $59K | Buy |
905
+2
| +0.2% | +$138 | 0.01% | 464 |
|
|
2025
Q3 | $65K | Hold |
903
| – | – | 0.01% | 435 |
|
|
2025
Q2 | $61K | Buy |
903
+3
| +0.3% | +$175 | 0.01% | 438 |
|
|
2025
Q1 | $49K | Sell |
900
-274
| -23% | -$20.5K | 0.01% | 457 |
|
|
2024
Q4 | $100K | Hold |
1,174
| – | – | 0.01% | 342 |
|
|
2024
Q3 | $79K | Buy |
1,174
+69
| +6% | +$4.46K | 0.01% | 379 |
|
|
2024
Q2 | $71K | Buy |
1,105
+1
| +0.1% | +$70 | 0.01% | 384 |
|
|
2024
Q1 | $93K | Hold |
1,104
| – | – | 0.01% | 347 |
|
|
2023
Q4 | $85K | Buy |
1,104
+6
| +0.5% | +$339 | 0.01% | 347 |
|
|
2023
Q3 | $49K | Buy |
1,098
+198
| +22% | +$12.3K | 0.01% | 414 |
|
|
2023
Q2 | $60K | Sell |
900
-51
| -5% | -$3.19K | 0.01% | 399 |
|
|
2023
Q1 | $65K | Hold |
951
| – | – | 0.01% | 352 |
|
|
2022
Q4 | $60K | Buy |
951
+34
| +4% | +$2.1K | 0.01% | 357 |
|
|
2022
Q3 | $50K | Hold |
917
| – | – | 0.01% | 363 |
|
|
2022
Q2 | $56K | Buy |
917
+17
| +2% | +$1.55K | 0.01% | 352 |
|
|
2022
Q1 | $122K | Sell |
900
-6
| -0.7% | -$726 | 0.02% | 296 |
|
|
2021
Q4 | $146K | Buy |
906
+6
| +0.7% | +$1.3K | 0.02% | 256 |
|
|
2021
Q3 | $216K | Hold |
900
| – | – | 0.04% | 207 |
|
|
2021
Q2 | $219K | Hold |
900
| – | – | 0.04% | 192 |
|
|
2021
Q1 | $204K | Hold |
900
| – | – | 0.04% | 177 |
|
|
2020
Q4 | $196K | Hold |
900
| – | – | 0.04% | 173 |
|
|
2020
Q3 | $146K | Hold |
900
| – | – | 0.04% | 189 |
|
|
2020
Q2 | $94K | Hold |
900
| – | – | 0.02% | 221 |
|
|
2020
Q1 | $47K | Hold |
900
| – | – | 0.01% | 261 |
|
|
2019
Q4 | $56K | Hold |
900
| – | – | 0.01% | 255 |
|
|
2019
Q3 | $56K | Buy |
+900
| New | +$61.1K | 0.02% | 252 |
|
|
2019
Q2 | – | Sell |
-900
| Closed | -$67K | – | 479 |
|
|
2019
Q1 | $67K | Hold |
900
| – | – | 0.02% | 262 |
|
|
2018
Q4 | $50K | Hold |
900
| – | – | 0.01% | 287 |
|
|
2018
Q3 | $89K | Hold |
900
| – | – | 0.03% | 239 |
|
|
2018
Q2 | $55K | Hold |
900
| – | – | 0.02% | 225 |
|
|
2018
Q1 | $44K | Hold |
900
| – | – | 0.01% | 234 |
|
|
2017
Q4 | $31K | Hold |
900
| – | – | 0.01% | 254 |
|
|
2017
Q3 | $26K | Hold |
900
| – | – | 0.01% | 263 |
|
|
2017
Q2 | $21K | Hold |
900
| – | – | 0.01% | 283 |
|
|
2017
Q1 | $16K | Buy |
+900
| New | +$14.1K | 0.01% | 280 |
|
Other funds holding XYZ
CAM
Capital Advisors Ltd's XYZ Position: Q2 2026 in Review
Capital Advisors Ltd held its Block Inc (XYZ) position steady in Q2 2026 at 904 shares worth $69K. The position accounts for 0.01% of the portfolio, ranked #465.
Capital Advisors Ltd first reported a position in XYZ in Q1 2017 and has held it in 37 quarters since. The position peaked at $219K in Q2 2021. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.
- Capital Advisors Ltd held 904 shares of Block Inc worth $69K as of Q2 2026.
- Capital Advisors Ltd left its Block Inc share count unchanged in Q2 2026.
- Block Inc made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #465 holding.
- Capital Advisors Ltd first reported a position in Block Inc in Q1 2017 and has held it in 37 quarters since.
- Capital Advisors Ltd's Block Inc position peaked at $219K in Q2 2021.
- 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.
Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.