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
2020
Q3 		– Sell
-10,000
Closed -$183K – 713
2020
Q2 		$183K Buy
+10,000
New +$766K 0.03% 448

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Centaurus Financial's XYZ Position: Q1 2026 in Review

Centaurus Financial increased its Block Inc (XYZ) stake by 16% in Q1 2026, buying an estimated $94.8K and bringing the position to 11,437 shares worth $688K. The position accounts for 0.03% of the portfolio, ranked #435.

Centaurus Financial first reported a position in XYZ in Q2 2018 and has held it in 25 quarters since. The position peaked at $1.68M in Q3 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Centaurus Financial held 11,437 shares of Block Inc worth $688K as of Q1 2026.
  • Centaurus Financial bought 1,559 Block Inc shares in Q1 2026, an estimated $94.8K.
  • Block Inc made up 0.03% of Centaurus Financial's portfolio in Q1 2026, its #435 holding.
  • Centaurus Financial first reported a position in Block Inc in Q2 2018 and has held it in 25 quarters since.
  • Centaurus Financial's Block Inc position peaked at $1.68M in Q3 2025.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.