Continuum Advisory’s Block Inc XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$12.6K Buy
+166
New +$11.7K ﹤0.01% 1183
2025
Q2
Sell
-41
Closed -$2.23K 1658
2025
Q1
$2.23K Sell
41
-553
-93% -$41.3K ﹤0.01% 1320
2024
Q4
$50.5K Buy
594
+65
+12% +$5.33K 0.01% 663
2024
Q3
$44.1K Sell
529
-47
-8% -$3.04K 0.01% 679
2024
Q2
$37.1K Hold
576
0.01% 663
2024
Q1
$42.2K Buy
+576
New +$41.7K 0.01% 633
2021
Q4
Sell
-1,098
Closed -$263K 318
2021
Q3
$263K Buy
+1,098
New +$282K 0.07% 245

Other funds holding XYZ

Continuum Advisory's XYZ Position: Q2 2026 in Review

Continuum Advisory opened a new position in Block Inc (XYZ) in Q2 2026: 166 shares worth $12.6K. The stake represents ﹤0.01% of the portfolio and ranks #1183 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in XYZ as recently as Q1 2025.

Continuum Advisory first reported a position in XYZ in Q3 2021 and has held it in 7 quarters since. The position peaked at $263K in Q3 2021. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Continuum Advisory held 166 shares of Block Inc worth $12.6K as of Q2 2026.
  • Block Inc was a new Continuum Advisory position in Q2 2026.
  • Block Inc made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1183 holding.
  • Continuum Advisory first reported a position in Block Inc in Q3 2021 and has held it in 7 quarters since.
  • Continuum Advisory's Block Inc position peaked at $263K in Q3 2021.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.