DAS
XYZ

Dynamic Advisor Solutions’s Block Inc XYZ Stock Holding History

Dynamic Advisor Solutions’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
2021
Q1 		– Sell
-100
Closed -$2K – 786
2020
Q4 		$2K Buy
+100
New +$19.5K ﹤0.01% 674
2019
Q1 		– Sell
-58,200
Closed -$1K – 455
2018
Q4 		$1K Buy
+58,200
New +$4.11M ﹤0.01% 399

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

Dynamic Advisor Solutions's XYZ Position: Q2 2026 in Review

Dynamic Advisor Solutions opened a new position in Block Inc (XYZ) in Q2 2026: 2,819 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #975 among its holdings. This is a return to the name: Dynamic Advisor Solutions previously reported a position in XYZ as recently as Q3 2025.

Dynamic Advisor Solutions first reported a position in XYZ in Q4 2018 and has held it in 26 quarters since. The position peaked at $3.58M in Q3 2021. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Dynamic Advisor Solutions held 2,819 shares of Block Inc worth $214K as of Q2 2026.
  • Block Inc was a new Dynamic Advisor Solutions position in Q2 2026.
  • Block Inc made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #975 holding.
  • Dynamic Advisor Solutions first reported a position in Block Inc in Q4 2018 and has held it in 26 quarters since.
  • Dynamic Advisor Solutions's Block Inc position peaked at $3.58M in Q3 2021.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.