FI
XYZ

Finivi Inc’s Block Inc XYZ Stock Holding History

Finivi Inc’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 		– Sell
-13,268
Closed -$798K – 119
2026
Q1 		$798K Buy
13,268
+2,094
+19% +$127K 0.44% 56
2025
Q4 		$727K Buy
11,174
+297
+3% +$20.5K 0.42% 56
2025
Q3 		$786K Buy
10,877
+341
+3% +$25.5K 0.5% 49
2025
Q2 		$716K Buy
10,536
+761
+8% +$44.3K 0.49% 52
2025
Q1 		$531K Buy
9,775
+471
+5% +$35.2K 0.43% 56
2024
Q4 		$791K Buy
+9,304
New +$763K 0.63% 40
2021
Q4 		$345K Buy
+2,137
New +$463K 0.36% 55

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

Finivi Inc's XYZ Position: Q2 2026 in Review

Finivi Inc sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 13,268 shares — an estimated $798K sold.

Finivi Inc first reported a position in XYZ in Q4 2021 and held it in 7 quarters. The position peaked at $798K in Q1 2026. 1,058 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Finivi Inc reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
  • Finivi Inc sold 13,268 Block Inc shares in Q2 2026, an estimated $798K.
  • Finivi Inc first reported a position in Block Inc in Q4 2021 and held it in 7 quarters.
  • Finivi Inc's Block Inc position peaked at $798K in Q1 2026.
  • 1,058 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.