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Concurrent Investment Advisors’s Block Inc XYZ Stock Holding History

Concurrent Investment 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 		$1.86M Buy
24,457
+915
+4% +$64.3K 0.02% 744
2026
Q1 		$1.42M Buy
23,542
+3,991
+20% +$243K 0.02% 731
2025
Q4 		$1.27M Buy
19,551
+8,016
+69% +$553K 0.01% 730
2025
Q3 		$834K Buy
11,535
+90
+0.8% +$6.74K 0.01% 707
2025
Q2 		$777K Buy
11,445
+2,171
+23% +$126K 0.02% 681
2025
Q1 		$504K Buy
9,274
+3,281
+55% +$245K 0.01% 750
2024
Q4 		$509K Buy
5,993
+186
+3% +$15.3K 0.01% 665
2024
Q3 		$390K Sell
5,807
-382
-6% -$24.7K 0.01% 690
2024
Q2 		$399K Buy
6,189
+2,275
+58% +$159K 0.01% 657
2024
Q1 		$331K Sell
3,914
-853
-18% -$61.7K 0.01% 652
2023
Q4 		$369K Buy
+4,767
New +$270K 0.02% 579

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 $3.38T 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
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

Concurrent Investment Advisors's XYZ Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Block Inc (XYZ) stake by 3.9% in Q2 2026, buying an estimated $64.3K and bringing the position to 24,457 shares worth $1.86M. The position accounts for 0.02% of the portfolio, ranked #744.

Concurrent Investment Advisors first reported a position in XYZ in Q4 2023 and has held it in 11 quarters since. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Concurrent Investment Advisors held 24,457 shares of Block Inc worth $1.86M as of Q2 2026.
  • Concurrent Investment Advisors bought 915 Block Inc shares in Q2 2026, an estimated $64.3K.
  • Block Inc made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #744 holding.
  • Concurrent Investment Advisors first reported a position in Block Inc in Q4 2023 and has held it in 11 quarters since.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.