DAS
XYZ

Diversify Advisory Services’s Block Inc XYZ Stock Holding History

Diversify Advisory Services’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 		$81 Buy
+100
New +$7.03K ﹤0.01% 1278

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

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.