CA
XYZ

Claro Advisors’s Block Inc XYZ Stock Holding History

Claro 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 		$202K Buy
+2,655
New +$187K 0.02% 520
2026
Q1 		– Sell
-3,332
Closed -$217K – 536
2025
Q4 		$217K Buy
+3,332
New +$230K 0.03% 390
2025
Q1 		– Sell
-2,593
Closed -$220K – 554
2024
Q4 		$220K Buy
+2,593
New +$213K 0.03% 440
2022
Q2 		– Sell
-2,392
Closed -$386K – 333
2022
Q1 		$386K Hold
2,392
– – 0.14% 165
2021
Q4 		$386K Buy
2,392
+714
+43% +$155K 0.14% 165
2021
Q3 		$402K Buy
1,678
+30
+2% +$7.71K 0.17% 153
2021
Q2 		$402K Buy
1,648
+31
+2% +$7.19K 0.18% 147
2021
Q1 		$367K Buy
1,617
+376
+30% +$88K 0.19% 142
2020
Q4 		$270K Sell
1,241
-60
-5% -$11.7K 0.14% 163
2020
Q3 		$211K Buy
+1,301
New +$184K 0.13% 180
2019
Q1 		– Sell
-183
Closed -$18K – 972
2018
Q4 		$18K Buy
+183
New +$12.9K 0.01% 571

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

Claro Advisors's XYZ Position: Q2 2026 in Review

Claro Advisors opened a new position in Block Inc (XYZ) in Q2 2026: 2,655 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #520 among its holdings. This is a return to the name: Claro Advisors previously reported a position in XYZ as recently as Q4 2025.

Claro Advisors first reported a position in XYZ in Q4 2018 and has held it in 11 quarters since. The position peaked at $402K in Q3 2021. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Claro Advisors held 2,655 shares of Block Inc worth $202K as of Q2 2026.
  • Block Inc was a new Claro Advisors position in Q2 2026.
  • Block Inc made up 0.02% of Claro Advisors's portfolio in Q2 2026, its #520 holding.
  • Claro Advisors first reported a position in Block Inc in Q4 2018 and has held it in 11 quarters since.
  • Claro Advisors's Block Inc position peaked at $402K in Q3 2021.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.