Cardiff Park Advisors’s Block Inc XYZ Stock Holding History

Cardiff Park 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 Q1	$239K	Hold	3,964	–	–	0.02%	256
2025 Q4	$258K	Hold	3,964	–	–	0.02%	235
2025 Q3	$286K	Hold	3,964	–	–	0.02%	241
2025 Q2	$269K	Hold	3,964	–	–	0.02%	231
2025 Q1	$215K	Sell	3,964 -170	-4%	-$12.7K	0.02%	250
2024 Q4	$351K	Hold	4,134	–	–	0.03%	195
2024 Q3	$278K	Hold	4,134	–	–	0.02%	213
2024 Q2	$267K	Sell	4,134 -500	-11%	-$35K	0.03%	207
2024 Q1	$392K	Hold	4,634	–	–	0.04%	184
2023 Q4	$358K	Buy	+4,634	New	+$262K	0.04%	170
2022 Q2	–	Sell	-2,173	Closed	-$295K	–	343
2022 Q1	$295K	Buy	2,173 +4	+0.2%	+$484	0.04%	192
2021 Q4	$350K	Buy	+2,169	New	+$470K	0.05%	175

Other funds holding XYZ

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cardiff Park Advisors's XYZ Position: Q1 2026 in Review

Cardiff Park Advisors held its Block Inc (XYZ) position steady in Q1 2026 at 3,964 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #256.

Cardiff Park Advisors first reported a position in XYZ in Q4 2021 and has held it in 12 quarters since. The position peaked at $392K in Q1 2024. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

Cardiff Park Advisors held 3,964 shares of Block Inc worth $239K as of Q1 2026.
Cardiff Park Advisors left its Block Inc share count unchanged in Q1 2026.
Block Inc made up 0.02% of Cardiff Park Advisors's portfolio in Q1 2026, its #256 holding.
Cardiff Park Advisors first reported a position in Block Inc in Q4 2021 and has held it in 12 quarters since.
Cardiff Park Advisors's Block Inc position peaked at $392K in Q1 2024.
986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.