EWA
XYZ

EP Wealth Advisors’s Block Inc XYZ Stock Holding History

EP Wealth 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 		$2.79M Buy
36,772
+2,843
+8% +$200K 0.01% 500
2026
Q1 		$2.04M Buy
33,929
+809
+2% +$49.2K 0.01% 473
2025
Q4 		$2.16M Buy
+33,120
New +$2.28M 0.01% 428
2025
Q2 		$527K Sell
7,756
-2,205
-22% -$128K ﹤0.01% 765
2025
Q1 		$541K Sell
9,961
-1,104
-10% -$82.4K ﹤0.01% 678
2024
Q4 		$940K Sell
11,065
-145
-1% -$11.9K 0.01% 518
2024
Q3 		$753K Buy
11,210
+7,313
+188% +$472K 0.01% 571
2024
Q2 		$251K Buy
3,897
+254
+7% +$17.8K ﹤0.01% 702
2024
Q1 		$308K Sell
3,643
-395
-10% -$28.6K ﹤0.01% 618
2023
Q4 		$312K Buy
+4,038
New +$228K ﹤0.01% 604
2023
Q3 		– Sell
-27,958
Closed -$288K – 780
2023
Q2 		$288K Buy
27,958
+10,357
+59% +$647K ﹤0.01% 572
2023
Q1 		$585K Buy
17,601
+13,557
+335% +$1.01M 0.01% 387
2022
Q4 		$254K Buy
+4,044
New +$250K ﹤0.01% 500
2022
Q3 		– Sell
-5,587
Closed -$343K – 664
2022
Q2 		$343K Buy
5,587
+2,887
+107% +$264K 0.01% 455
2022
Q1 		$366K Buy
2,700
+804
+42% +$97.3K 0.01% 447
2021
Q4 		$306K Buy
1,896
+300
+19% +$65K 0.01% 459
2021
Q3 		$383K Buy
1,596
+53
+3% +$13.6K 0.01% 382
2021
Q2 		$376K Sell
1,543
-618
-29% -$143K 0.01% 395
2021
Q1 		$491K Buy
+2,161
New +$506K 0.02% 323

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

EP Wealth Advisors's XYZ Position: Q2 2026 in Review

EP Wealth Advisors increased its Block Inc (XYZ) stake by 8.4% in Q2 2026, buying an estimated $200K and bringing the position to 36,772 shares worth $2.79M. The position accounts for 0.01% of the portfolio, ranked #500.

EP Wealth Advisors first reported a position in XYZ in Q1 2021 and has held it in 19 quarters since. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • EP Wealth Advisors held 36,772 shares of Block Inc worth $2.79M as of Q2 2026.
  • EP Wealth Advisors bought 2,843 Block Inc shares in Q2 2026, an estimated $200K.
  • Block Inc made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #500 holding.
  • EP Wealth Advisors first reported a position in Block Inc in Q1 2021 and has held it in 19 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.