Financial Sense Advisors’s Block Inc XYZ Stock Holding History

Financial Sense 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	-3,802	Closed	-$247K	–	178
2025 Q4	$247K	Hold	3,802	–	–	0.05%	134
2025 Q3	$275K	Sell	3,802 -582	-13%	-$43.6K	0.05%	137
2025 Q2	$298K	Buy	4,384 +289	+7%	+$16.8K	0.07%	118
2025 Q1	$222K	Sell	4,095 -54,859	-93%	-$4.09M	0.06%	109
2024 Q4	$5.01M	Buy	+58,954	New	+$4.84M	1.66%	12
2024 Q2	–	Sell	-2,978	Closed	-$252K	–	137
2024 Q1	$252K	Buy	+2,978	New	+$215K	0.08%	103

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

Financial Sense Advisors's XYZ Position: Q1 2026 in Review

Financial Sense Advisors sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 3,802 shares — an estimated $247K sold.

Financial Sense Advisors first reported a position in XYZ in Q1 2024 and held it in 6 quarters. The position peaked at $5.01M in Q4 2024. 987 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

Financial Sense Advisors reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
Financial Sense Advisors sold 3,802 Block Inc shares in Q1 2026, an estimated $247K.
Financial Sense Advisors first reported a position in Block Inc in Q1 2024 and held it in 6 quarters.
Financial Sense Advisors's Block Inc position peaked at $5.01M in Q4 2024.
987 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

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