CFO
XYZ

CVA Family Office’s Block Inc XYZ Stock Holding History

CVA Family Office’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 		$50.8K Buy
669
+78
+13% +$5.48K ﹤0.01% 601
2026
Q1 		$35.6K Sell
591
-175
-23% -$10.6K ﹤0.01% 667
2025
Q4 		$49.9K Buy
766
+495
+183% +$34.1K 0.01% 551
2025
Q3 		$19.6K Buy
271
+57
+27% +$4.27K ﹤0.01% 699
2025
Q2 		$14.5K Buy
214
+132
+161% +$7.68K ﹤0.01% 748
2025
Q1 		$4.46K Sell
82
-62
-43% -$4.63K ﹤0.01% 908
2024
Q4 		$12.2K Buy
144
+94
+188% +$7.71K ﹤0.01% 759
2024
Q3 		$3.36K Buy
50
+24
+92% +$1.55K ﹤0.01% 907
2024
Q2 		$1.68K Sell
26
-48
-65% -$3.36K ﹤0.01% 990
2024
Q1 		$6.26K Sell
74
-5
-6% -$362 ﹤0.01% 814
2023
Q4 		$6.11K Buy
+79
New +$4.47K ﹤0.01% 796
2023
Q3 		– Sell
-728
Closed -$48.5K – 993
2023
Q2 		$48.5K Sell
728
-140
-16% -$8.75K 0.01% 456
2023
Q1 		$59.6K Buy
868
+50
+6% +$3.74K 0.01% 408
2022
Q4 		$51.4K Buy
818
+458
+127% +$28.3K 0.01% 409
2022
Q3 		$20K Buy
360
+190
+112% +$13.5K 0.01% 528
2022
Q2 		$10K Buy
170
+120
+240% +$11K ﹤0.01% 647
2022
Q1 		$7K Hold
50
– – ﹤0.01% 735
2021
Q4 		$8K Buy
+50
New +$10.8K ﹤0.01% 698
2021
Q3 		– Sell
-120
Closed -$29K – 917
2021
Q2 		$29K Buy
120
+70
+140% +$16.2K 0.01% 447
2021
Q1 		$11K Buy
+50
New +$11.7K ﹤0.01% 523

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

CVA Family Office's XYZ Position: Q2 2026 in Review

CVA Family Office increased its Block Inc (XYZ) stake by 13% in Q2 2026, buying an estimated $5.48K and bringing the position to 669 shares worth $50.8K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

CVA Family Office first reported a position in XYZ in Q1 2021 and has held it in 20 quarters since. The position peaked at $59.6K in Q1 2023. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • CVA Family Office held 669 shares of Block Inc worth $50.8K as of Q2 2026.
  • CVA Family Office bought 78 Block Inc shares in Q2 2026, an estimated $5.48K.
  • Block Inc made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #601 holding.
  • CVA Family Office first reported a position in Block Inc in Q1 2021 and has held it in 20 quarters since.
  • CVA Family Office's Block Inc position peaked at $59.6K in Q1 2023.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.