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
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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EP Wealth Advisors's XYZ Position: Q1 2026 in Review

EP Wealth Advisors increased its Block Inc (XYZ) stake by 2.4% in Q1 2026, buying an estimated $49.2K and bringing the position to 33,929 shares worth $2.04M. The position accounts for 0.01% of the portfolio, ranked #473.

EP Wealth Advisors first reported a position in XYZ in Q1 2021 and has held it in 18 quarters since. The position peaked at $2.16M in Q4 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • EP Wealth Advisors held 33,929 shares of Block Inc worth $2.04M as of Q1 2026.
  • EP Wealth Advisors bought 809 Block Inc shares in Q1 2026, an estimated $49.2K.
  • Block Inc made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #473 holding.
  • EP Wealth Advisors first reported a position in Block Inc in Q1 2021 and has held it in 18 quarters since.
  • EP Wealth Advisors's Block Inc position peaked at $2.16M in Q4 2025.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.