Diversify Advisory Services’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
$269K Buy
+3,310
New +$233K ﹤0.01% 1095
2025
Q1
Sell
-15,931
Closed -$1.31M 705
2024
Q4
$1.31M Buy
+15,931
New +$1.31M 0.07% 192
2024
Q2
Sell
-2,619
Closed -$213K 727
2024
Q1
$213K Buy
+2,619
New +$189K 0.01% 598

Other funds holding XYZ

Diversify Advisory Services's XYZ Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Block Inc (XYZ) in Q2 2026: 3,310 shares worth $269K. The stake represents ﹤0.01% of the portfolio and ranks #1095 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in XYZ as recently as Q4 2024.

Diversify Advisory Services first reported a position in XYZ in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.31M in Q4 2024. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Diversify Advisory Services held 3,310 shares of Block Inc worth $269K as of Q2 2026.
  • Block Inc was a new Diversify Advisory Services position in Q2 2026.
  • Block Inc made up ﹤0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1095 holding.
  • Diversify Advisory Services first reported a position in Block Inc in Q1 2024 and has held it in 3 quarters since.
  • Diversify Advisory Services's Block Inc position peaked at $1.31M in Q4 2024.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.