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CBIZ Investment Advisory Services’s Block Inc XYZ Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-15
Closed -$976 – 767
2025
Q4 		$976 Sell
15
-27
-64% -$1.86K ﹤0.01% 715
2025
Q3 		$3.04K Buy
42
+19
+83% +$1.42K ﹤0.01% 527
2025
Q2 		$1.56K Sell
23
-60
-72% -$3.49K ﹤0.01% 568
2025
Q1 		$4.51K Sell
83
-140
-63% -$10.4K ﹤0.01% 408
2024
Q4 		$19K Sell
223
-211
-49% -$17.3K ﹤0.01% 224
2024
Q3 		$29.1K Buy
434
+230
+113% +$14.9K ﹤0.01% 143
2024
Q2 		$13.2K Buy
204
+84
+70% +$5.88K ﹤0.01% 232
2024
Q1 		$10.2K Buy
+120
New +$8.68K ﹤0.01% 248

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CBIZ Investment Advisory Services's XYZ Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 15 shares — an estimated $976 sold.

CBIZ Investment Advisory Services first reported a position in XYZ in Q1 2024 and held it in 8 quarters. The position peaked at $29.1K in Q3 2024. 995 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 15 Block Inc shares in Q1 2026, an estimated $976.
  • CBIZ Investment Advisory Services first reported a position in Block Inc in Q1 2024 and held it in 8 quarters.
  • CBIZ Investment Advisory Services's Block Inc position peaked at $29.1K in Q3 2024.
  • 995 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.