CIA
XYZ

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
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

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

Concurrent Investment Advisors's XYZ Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Block Inc (XYZ) stake by 20% in Q1 2026, buying an estimated $243K and bringing the position to 23,542 shares worth $1.42M. The position accounts for 0.02% of the portfolio, ranked #731.

Concurrent Investment Advisors first reported a position in XYZ in Q4 2023 and has held it in 10 quarters since. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Concurrent Investment Advisors held 23,542 shares of Block Inc worth $1.42M as of Q1 2026.
  • Concurrent Investment Advisors bought 3,991 Block Inc shares in Q1 2026, an estimated $243K.
  • Block Inc made up 0.02% of Concurrent Investment Advisors's portfolio in Q1 2026, its #731 holding.
  • Concurrent Investment Advisors first reported a position in Block Inc in Q4 2023 and has held it in 10 quarters since.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.