Crewe Advisors’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 | $173K | Buy |
2,274
+1,062
| +88% | +$74.7K | 0.01% | 253 |
|
|
2026
Q1 | $72.9K | Buy |
1,212
+488
| +67% | +$29.7K | 0.01% | 336 |
|
|
2025
Q4 | $47.1K | Buy |
724
+18
| +3% | +$1.24K | ﹤0.01% | 374 |
|
|
2025
Q3 | $51K | Buy |
706
+32
| +5% | +$2.4K | ﹤0.01% | 375 |
|
|
2025
Q2 | $45.8K | Buy |
674
+6
| +0.9% | +$349 | 0.01% | 299 |
|
|
2025
Q1 | $36.3K | Hold |
668
| – | – | 0.01% | 301 |
|
|
2024
Q4 | $56.8K | Hold |
668
| – | – | 0.01% | 271 |
|
|
2024
Q3 | $44.8K | Sell |
668
-7
| -1% | -$452 | 0.01% | 310 |
|
|
2024
Q2 | $43.5K | Sell |
675
-90
| -12% | -$6.3K | ﹤0.01% | 389 |
|
|
2024
Q1 | $64.7K | Buy |
+765
| New | +$55.3K | 0.01% | 339 |
|
|
2023
Q3 | – | Sell |
-895
| Closed | -$59.6K | – | 937 |
|
|
2023
Q2 | $59.6K | Sell |
895
-35
| -4% | -$2.19K | 0.01% | 256 |
|
|
2023
Q1 | $63.8K | Buy |
930
+33
| +4% | +$2.47K | 0.01% | 283 |
|
|
2022
Q4 | $56.4K | Sell |
897
-298
| -25% | -$18.4K | 0.01% | 294 |
|
|
2022
Q3 | $66K | Buy |
1,195
+32
| +3% | +$2.27K | 0.01% | 284 |
|
|
2022
Q2 | $71K | Buy |
1,163
+163
| +16% | +$14.9K | 0.02% | 253 |
|
|
2022
Q1 | $136K | Hold |
1,000
| – | – | 0.03% | 147 |
|
|
2021
Q4 | $162K | Hold |
1,000
| – | – | 0.03% | 101 |
|
|
2021
Q3 | $240K | Hold |
1,000
| – | – | 0.06% | 61 |
|
|
2021
Q2 | $244K | Hold |
1,000
| – | – | 0.06% | 58 |
|
|
2021
Q1 | $227K | Sell |
1,000
-50
| -5% | -$11.7K | 0.06% | 57 |
|
|
2020
Q4 | $229K | Sell |
1,050
-53
| -5% | -$10.3K | 0.09% | 53 |
|
|
2020
Q3 | $179K | Buy |
1,103
+103
| +10% | +$14.5K | 0.08% | 51 |
|
|
2020
Q2 | $105K | Hold |
1,000
| – | – | 0.05% | 76 |
|
|
2020
Q1 | $52K | Hold |
1,000
| – | – | 0.03% | 88 |
|
|
2019
Q4 | $63K | Hold |
1,000
| – | – | 0.03% | 101 |
|
|
2019
Q3 | $62K | Hold |
1,000
| – | – | 0.03% | 104 |
|
|
2019
Q2 | $73K | Hold |
1,000
| – | – | 0.02% | 126 |
|
|
2019
Q1 | $75K | Sell |
1,000
-200
| -17% | -$14.5K | 0.02% | 104 |
|
|
2018
Q4 | $67K | Hold |
1,200
| – | – | 0.02% | 98 |
|
|
2018
Q3 | $119K | Hold |
1,200
| – | – | 0.1% | 79 |
|
|
2018
Q2 | $74K | Hold |
1,200
| – | – | 0.07% | 95 |
|
|
2018
Q1 | $59K | Sell |
1,200
-100
| -8% | -$4.59K | 0.06% | 104 |
|
|
2017
Q4 | $45K | Buy |
+1,300
| New | +$47.6K | 0.04% | 128 |
|
Other funds holding XYZ
CAM
Crewe Advisors's XYZ Position: Q2 2026 in Review
Crewe Advisors increased its Block Inc (XYZ) stake by 88% in Q2 2026, buying an estimated $74.7K and bringing the position to 2,274 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #253.
Crewe Advisors first reported a position in XYZ in Q4 2017 and has held it in 33 quarters since. The position peaked at $244K in Q2 2021. 1,077 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.
- Crewe Advisors held 2,274 shares of Block Inc worth $173K as of Q2 2026.
- Crewe Advisors bought 1,062 Block Inc shares in Q2 2026, an estimated $74.7K.
- Block Inc made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #253 holding.
- Crewe Advisors first reported a position in Block Inc in Q4 2017 and has held it in 33 quarters since.
- Crewe Advisors's Block Inc position peaked at $244K in Q2 2021.
- 1,077 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.
Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.