Empower Advisory Group
XYZ

Empower Advisory Group’s Block Inc XYZ Stock Holding History

Empower Advisory Group’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 		$231K Buy
+3,043
New +$214K ﹤0.01% 488
2025
Q4 		– Sell
-3,173
Closed -$229K – 562
2025
Q3 		$229K Sell
3,173
-125
-4% -$9.36K ﹤0.01% 491
2025
Q2 		$224K Buy
+3,298
New +$192K ﹤0.01% 465
2025
Q1 		– Sell
-3,691
Closed -$314K – 522
2024
Q4 		$314K Sell
3,691
-243
-6% -$19.9K ﹤0.01% 396
2024
Q3 		$264K Buy
3,934
+246
+7% +$15.9K ﹤0.01% 426
2024
Q2 		$238K Sell
3,688
-679
-16% -$47.5K ﹤0.01% 445
2024
Q1 		$369K Buy
4,367
+352
+9% +$25.5K ﹤0.01% 362
2023
Q4 		$311K Buy
+4,015
New +$227K ﹤0.01% 388
2023
Q3 		– Sell
-4,214
Closed -$281K – 493
2023
Q2 		$281K Sell
4,214
-363
-8% -$22.7K ﹤0.01% 400
2023
Q1 		$310K Buy
+4,577
New +$343K ﹤0.01% 376

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

Empower Advisory Group's XYZ Position: Q2 2026 in Review

Empower Advisory Group opened a new position in Block Inc (XYZ) in Q2 2026: 3,043 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #488 among its holdings. This is a return to the name: Empower Advisory Group previously reported a position in XYZ as recently as Q3 2025.

Empower Advisory Group first reported a position in XYZ in Q1 2023 and has held it in 10 quarters since. The position peaked at $369K in Q1 2024. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Empower Advisory Group held 3,043 shares of Block Inc worth $231K as of Q2 2026.
  • Block Inc was a new Empower Advisory Group position in Q2 2026.
  • Block Inc made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #488 holding.
  • Empower Advisory Group first reported a position in Block Inc in Q1 2023 and has held it in 10 quarters since.
  • Empower Advisory Group's Block Inc position peaked at $369K in Q1 2024.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.