CAL
XYZ

Capital Analysts LLC’s Block Inc XYZ Stock Holding History

Capital Analysts LLC’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 		$49K Sell
634
-35
-5% -$2.46K ﹤0.01% 1002
2026
Q1 		$40K Sell
669
-39
-6% -$2.37K ﹤0.01% 989
2025
Q4 		$46K Hold
708
– – ﹤0.01% 937
2025
Q3 		$51K Sell
708
-5
-0.7% -$374 ﹤0.01% 878
2025
Q2 		$48K Hold
713
– – ﹤0.01% 820
2025
Q1 		$39K Hold
713
– – ﹤0.01% 850
2024
Q4 		$61K Hold
713
– – ﹤0.01% 714
2024
Q3 		$48K Buy
713
+487
+215% +$31.5K ﹤0.01% 733
2024
Q2 		$15K Hold
226
– – ﹤0.01% 905
2024
Q1 		$19K Hold
226
– – ﹤0.01% 837
2023
Q4 		$17K Hold
226
– – ﹤0.01% 837
2023
Q3 		$10K Hold
226
– – ﹤0.01% 889
2023
Q2 		$15K Hold
226
– – ﹤0.01% 775
2023
Q1 		$16K Hold
226
– – ﹤0.01% 760
2022
Q4 		$14K Hold
226
– – ﹤0.01% 817
2022
Q3 		$12K Hold
226
– – ﹤0.01% 782
2022
Q2 		$14K Hold
226
– – ﹤0.01% 756
2022
Q1 		$31K Hold
226
– – ﹤0.01% 620
2021
Q4 		$37K Hold
226
– – ﹤0.01% 609
2021
Q3 		$54K Buy
226
+26
+13% +$6.68K ﹤0.01% 564
2021
Q2 		$49K Sell
200
-225
-53% -$52.2K ﹤0.01% 565
2021
Q1 		$96K Buy
425
+125
+42% +$29.2K 0.01% 467
2020
Q4 		$65K Buy
300
+100
+50% +$19.5K 0.01% 383
2020
Q3 		$33K Hold
200
– – ﹤0.01% 462
2020
Q2 		$21K Buy
+200
New +$15.3K ﹤0.01% 469
2019
Q1 		– Sell
-300
Closed -$17K – 692
2018
Q4 		$17K Hold
300
– – ﹤0.01% 420
2018
Q3 		$30K Buy
+300
New +$23.1K ﹤0.01% 367

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

Capital Analysts LLC's XYZ Position: Q2 2026 in Review

Capital Analysts LLC reduced its Block Inc (XYZ) stake by 5.2% in Q2 2026, selling an estimated $2.46K and leaving 634 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

Capital Analysts LLC first reported a position in XYZ in Q3 2018 and has held it in 27 quarters since. The position peaked at $96K in Q1 2021. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Capital Analysts LLC held 634 shares of Block Inc worth $49K as of Q2 2026.
  • Capital Analysts LLC sold 35 Block Inc shares in Q2 2026, an estimated $2.46K.
  • Block Inc made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1002 holding.
  • Capital Analysts LLC first reported a position in Block Inc in Q3 2018 and has held it in 27 quarters since.
  • Capital Analysts LLC's Block Inc position peaked at $96K in Q1 2021.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.