CPA
XYZ

Capital Performance Advisors’s Block Inc XYZ Stock Holding History

Capital Performance 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 		$352K Buy
4,633
+701
+18% +$49.3K 0.02% 213
2026
Q1 		$237K Sell
3,932
-1,096
-22% -$66.6K 0.02% 391
2025
Q4 		$327K Buy
+5,028
New +$347K 0.02% 296
2024
Q4 		– Sell
-1,242
Closed -$83.4K – 2829
2024
Q3 		$83.4K Buy
+1,242
New +$80.2K 0.03% 236

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 Performance Advisors's XYZ Position: Q2 2026 in Review

Capital Performance Advisors increased its Block Inc (XYZ) stake by 18% in Q2 2026, buying an estimated $49.3K and bringing the position to 4,633 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #213.

Capital Performance Advisors first reported a position in XYZ in Q3 2024 and has held it in 4 quarters since. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Capital Performance Advisors held 4,633 shares of Block Inc worth $352K as of Q2 2026.
  • Capital Performance Advisors bought 701 Block Inc shares in Q2 2026, an estimated $49.3K.
  • Block Inc made up 0.02% of Capital Performance Advisors's portfolio in Q2 2026, its #213 holding.
  • Capital Performance Advisors first reported a position in Block Inc in Q3 2024 and has held it in 4 quarters since.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.