EW
XYZ

Evoke Wealth’s Block Inc XYZ Stock Holding History

Evoke Wealth’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
-4,108
Closed -$267K – 772
2025
Q4 		$267K Sell
4,108
-2,080
-34% -$143K 0.01% 551
2025
Q3 		$447K Buy
6,188
+2,420
+64% +$181K 0.01% 391
2025
Q2 		$256K Sell
3,768
-105,339
-97% -$6.13M 0.01% 499
2025
Q1 		$5.93M Buy
109,107
+5,236
+5% +$391K 0.15% 65
2024
Q4 		$8.83M Buy
103,871
+13
+0% +$1.07K 0.25% 51
2024
Q3 		$6.97M Buy
+103,858
New +$6.71M 0.19% 58
2022
Q4 		– Sell
-36
Closed -$2K – 1181
2022
Q3 		$2K Sell
36
-291
-89% -$20.6K ﹤0.01% 1083
2022
Q2 		$20K Buy
+327
New +$29.9K ﹤0.01% 650
2022
Q1 		– Sell
-195
Closed -$31K – 1268
2021
Q4 		$31K Sell
195
-300
-61% -$65K ﹤0.01% 605
2021
Q3 		$118K Buy
495
+270
+120% +$69.4K ﹤0.01% 406
2021
Q2 		$55K Sell
225
-20
-8% -$4.64K ﹤0.01% 516
2021
Q1 		$56K Buy
245
+20
+9% +$4.68K ﹤0.01% 441
2020
Q4 		$49K Sell
225
-125
-36% -$24.4K ﹤0.01% 382
2020
Q3 		$57K Buy
350
+200
+133% +$28.2K ﹤0.01% 343
2020
Q2 		$16K Sell
150
-96
-39% -$7.35K ﹤0.01% 503
2020
Q1 		$12.9K Buy
+246
New +$16.8K ﹤0.01% 485
2019
Q4 		– Sell
-3,422
Closed -$212K – 1500
2019
Q3 		$212K Buy
+3,422
New +$232K 0.03% 248

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

Evoke Wealth's XYZ Position: Q1 2026 in Review

Evoke Wealth sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 4,108 shares — an estimated $267K sold.

Evoke Wealth first reported a position in XYZ in Q3 2019 and held it in 17 quarters. The position peaked at $8.83M in Q4 2024. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Evoke Wealth reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • Evoke Wealth sold 4,108 Block Inc shares in Q1 2026, an estimated $267K.
  • Evoke Wealth first reported a position in Block Inc in Q3 2019 and held it in 17 quarters.
  • Evoke Wealth's Block Inc position peaked at $8.83M in Q4 2024.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.