EQ Wealth Advisors’s Block Inc XYZ Stock Holding History

EQ 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	–	Sell	-230	Closed	-$15K	–	257
2025 Q4	$15K	Buy	+230	New	+$15.9K	0.01%	138

Other funds holding XYZ

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

EQ Wealth Advisors sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 230 shares — an estimated $15K sold.

EQ Wealth Advisors first reported a position in XYZ in Q4 2025 and held it in 1 quarter. The position peaked at $15K in Q4 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

EQ Wealth Advisors reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
EQ Wealth Advisors sold 230 Block Inc shares in Q1 2026, an estimated $15K.
EQ Wealth Advisors first reported a position in Block Inc in Q4 2025 and held it in 1 quarter.
EQ Wealth Advisors's Block Inc position peaked at $15K in Q4 2025.
986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on EQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.