Focus Financial Network’s Block Inc XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-4,650
Closed -$303K 778
2025
Q4
$303K Sell
4,650
-2,107
-31% -$145K 0.01% 592
2025
Q3
$488K Sell
6,757
-1,150
-15% -$86.1K 0.02% 450
2025
Q2
$537K Sell
7,907
-2,673
-25% -$156K 0.02% 417
2025
Q1
$575K Buy
10,580
+1,514
+17% +$113K 0.02% 389
2024
Q4
$771K Sell
9,066
-1,172
-11% -$96.1K 0.03% 325
2024
Q3
$687K Buy
10,238
+352
+4% +$22.7K 0.03% 336
2024
Q2
$710K Buy
9,886
+144
+1% +$10.1K 0.03% 325
2024
Q1
$702K Sell
9,742
-1,029
-10% -$74.4K 0.03% 307
2023
Q4
$833K Sell
10,771
-4,062
-27% -$230K 0.03% 354
2023
Q3
$657K Buy
14,833
+5,002
+51% +$310K 0.04% 303
2023
Q2
$654K Buy
9,831
+1,007
+11% +$62.9K 0.04% 302
2023
Q1
$606K Sell
8,824
-1,252
-12% -$93.7K 0.04% 314
2022
Q4
$633K Buy
10,076
+300
+3% +$18.5K 0.05% 244
2022
Q3
$538K Sell
9,776
-2,004
-17% -$142K 0.05% 269
2022
Q2
$724K Buy
11,780
+1,620
+16% +$148K 0.06% 242
2022
Q1
$1.38M Buy
10,160
+6,814
+204% +$825K 0.1% 164
2021
Q4
$540K Buy
3,346
+226
+7% +$49K 0.08% 212
2021
Q3
$748K Buy
3,120
+198
+7% +$50.9K 0.1% 185
2021
Q2
$712K Buy
2,922
+497
+20% +$115K 0.09% 199
2021
Q1
$551K Sell
2,425
-4,981
-67% -$1.17M 0.06% 246
2020
Q4
$1.61M Buy
7,406
+607
+9% +$118K 0.14% 135
2020
Q3
$1.11M Sell
6,799
-959
-12% -$135K 0.1% 174
2020
Q2
$814K Buy
7,758
+151
+2% +$11.6K 0.09% 183
2020
Q1
$398K Sell
7,607
-16,730
-69% -$1.14M 0.05% 246
2019
Q4
$1.52M Sell
24,337
-9,038
-27% -$578K 0.19% 111
2019
Q3
$2.07M Buy
33,375
+3,698
+12% +$251K 0.29% 72
2019
Q2
$2.15M Buy
29,677
+7,472
+34% +$522K 0.32% 64
2019
Q1
$1.66M Buy
+22,205
New +$1.61M 0.27% 75

Other funds holding XYZ

Focus Financial Network's XYZ Position: Q1 2026 in Review

Focus Financial Network sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 4,650 shares — an estimated $303K sold.

Focus Financial Network first reported a position in XYZ in Q1 2019 and held it in 28 quarters. The position peaked at $2.15M in Q2 2019. 993 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Focus Financial Network reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • Focus Financial Network sold 4,650 Block Inc shares in Q1 2026, an estimated $303K.
  • Focus Financial Network first reported a position in Block Inc in Q1 2019 and held it in 28 quarters.
  • Focus Financial Network's Block Inc position peaked at $2.15M in Q2 2019.
  • 993 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Focus Financial Network's 13F filing for Q1 2026, filed 14 Apr 2026.