CF
XYZ

Centaurus Financial’s Block Inc XYZ Stock Holding History

Centaurus Financial’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 		$131K Sell
1,725
-9,712
-85% -$683K 0.01% 1013
2026
Q1 		$688K Buy
11,437
+1,559
+16% +$94.8K 0.03% 435
2025
Q4 		$643K Sell
9,878
-13,299
-57% -$917K 0.03% 446
2025
Q3 		$1.68M Buy
23,177
+2,433
+12% +$182K 0.08% 228
2025
Q2 		$1.41M Buy
20,744
+2,292
+12% +$133K 0.08% 233
2025
Q1 		$1M Buy
+18,452
New +$1.38M 0.06% 279
2023
Q3 		– Sell
-2,230
Closed -$148K – 812
2023
Q2 		$148K Sell
2,230
-1,153
-34% -$72K 0.01% 637
2023
Q1 		$232K Buy
3,383
+128
+4% +$9.58K 0.02% 622
2022
Q4 		$205K Buy
3,255
+83
+3% +$5.12K 0.02% 599
2022
Q3 		$174K Sell
3,172
-426
-12% -$30.2K 0.02% 652
2022
Q2 		$221K Buy
3,598
+112
+3% +$10.2K 0.02% 587
2022
Q1 		$473K Sell
3,486
-117
-3% -$14.2K 0.04% 436
2021
Q4 		$582K Buy
3,603
+39
+1% +$8.45K 0.04% 401
2021
Q3 		$855K Sell
3,564
-104
-3% -$26.7K 0.07% 297
2021
Q2 		$894K Buy
3,668
+1,331
+57% +$309K 0.08% 302
2021
Q1 		$531K Sell
2,337
-1,013
-30% -$237K 0.05% 356
2020
Q4 		$729K Sell
3,350
-2,739
-45% -$534K 0.08% 291
2020
Q3 		$990K Sell
6,089
-1,140
-16% -$161K 0.14% 168
2020
Q2 		$759K Buy
7,229
+2,647
+58% +$203K 0.11% 212
2020
Q1 		$240K Buy
4,582
+1,919
+72% +$131K 0.05% 309
2019
Q4 		$167K Buy
+2,663
New +$170K 0.02% 495
2019
Q3 		– Sell
-2,626
Closed -$190K – 602
2019
Q2 		$190K Buy
2,626
+226
+9% +$15.8K 0.03% 438
2019
Q1 		$180K Buy
2,400
+400
+20% +$29K 0.03% 428
2018
Q4 		$101K Hold
2,000
– – 0.02% 463
2018
Q3 		$178K Buy
2,000
+374
+23% +$28.8K 0.03% 399
2018
Q2 		$100K Buy
+1,626
New +$89.4K 0.01% 716

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

Centaurus Financial's XYZ Position: Q2 2026 in Review

Centaurus Financial reduced its Block Inc (XYZ) stake by 85% in Q2 2026, selling an estimated $683K and leaving 1,725 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #1013.

Centaurus Financial first reported a position in XYZ in Q2 2018 and has held it in 26 quarters since. The position peaked at $1.68M in Q3 2025. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Centaurus Financial held 1,725 shares of Block Inc worth $131K as of Q2 2026.
  • Centaurus Financial sold 9,712 Block Inc shares in Q2 2026, an estimated $683K.
  • Block Inc made up 0.01% of Centaurus Financial's portfolio in Q2 2026, its #1013 holding.
  • Centaurus Financial first reported a position in Block Inc in Q2 2018 and has held it in 26 quarters since.
  • Centaurus Financial's Block Inc position peaked at $1.68M in Q3 2025.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.