DA
XYZ

Doliver Advisors’s Block Inc XYZ Stock Holding History

Doliver Advisors’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 		$480K Sell
6,318
-154
-2% -$10.8K 0.11% 131
2026
Q1 		$389K Sell
6,472
-832
-11% -$50.6K 0.09% 135
2025
Q4 		$475K Buy
7,304
+1,503
+26% +$104K 0.12% 115
2025
Q3 		$419K Sell
5,801
-25
-0.4% -$1.87K 0.11% 123
2025
Q2 		$396K Sell
5,826
-456
-7% -$26.5K 0.11% 124
2025
Q1 		$341K Sell
6,282
-24
-0.4% -$1.79K 0.1% 124
2024
Q4 		$536K Sell
6,306
-35
-0.6% -$2.87K 0.15% 94
2024
Q3 		$426K Buy
6,341
+525
+9% +$33.9K 0.12% 105
2024
Q2 		$375K Buy
+5,816
New +$407K 0.1% 108
2022
Q2 		– Sell
-1,649
Closed -$224K – 184
2022
Q1 		$224K Buy
+1,649
New +$200K 0.07% 154

Other funds holding XYZ

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Doliver Advisors's XYZ Position: Q2 2026 in Review

Doliver Advisors reduced its Block Inc (XYZ) stake by 2.4% in Q2 2026, selling an estimated $10.8K and leaving 6,318 shares worth $480K. The position accounts for 0.11% of the portfolio, ranked #131.

Doliver Advisors first reported a position in XYZ in Q1 2022 and has held it in 10 quarters since. The position peaked at $536K in Q4 2024. 211 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Doliver Advisors held 6,318 shares of Block Inc worth $480K as of Q2 2026.
  • Doliver Advisors sold 154 Block Inc shares in Q2 2026, an estimated $10.8K.
  • Block Inc made up 0.11% of Doliver Advisors's portfolio in Q2 2026, its #131 holding.
  • Doliver Advisors first reported a position in Block Inc in Q1 2022 and has held it in 10 quarters since.
  • Doliver Advisors's Block Inc position peaked at $536K in Q4 2024.
  • 211 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.