FIA
XYZ

Foundations Investment Advisors’s Block Inc XYZ Stock Holding History

Foundations Investment 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
-5,159
Closed -$336K – 1273
2025
Q4 		$336K Sell
5,159
-5,164
-50% -$356K ﹤0.01% 856
2025
Q3 		$746K Buy
+10,323
New +$773K 0.01% 541
2024
Q3 		– Sell
-9,778
Closed -$631K – 873
2024
Q2 		$631K Sell
9,778
-3,891
-28% -$272K 0.02% 441
2024
Q1 		$1.16M Sell
13,669
-3,192
-19% -$231K 0.03% 300
2023
Q4 		$1.12M Sell
16,861
-564
-3% -$31.9K 0.03% 295
2023
Q3 		$771K Buy
17,425
+2,589
+17% +$160K 0.02% 315
2023
Q2 		$988K Buy
14,836
+5,883
+66% +$368K 0.03% 265
2023
Q1 		$615K Buy
8,953
+290
+3% +$21.7K 0.02% 294
2022
Q4 		$544K Buy
8,663
+341
+4% +$21K 0.02% 265
2022
Q3 		$458K Sell
8,322
-834
-9% -$59K 0.02% 264
2022
Q2 		$595K Buy
9,156
+2,080
+29% +$190K 0.02% 201
2022
Q1 		$858K Buy
7,076
+1,001
+16% +$121K 0.03% 139
2021
Q4 		$884K Buy
6,075
+1,886
+45% +$409K 0.03% 132
2021
Q3 		$989K Buy
4,189
+1,476
+54% +$379K 0.04% 113
2021
Q2 		$656K Buy
+2,713
New +$629K 0.03% 135

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

Foundations Investment Advisors's XYZ Position: Q1 2026 in Review

Foundations Investment Advisors sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 5,159 shares — an estimated $336K sold.

Foundations Investment Advisors first reported a position in XYZ in Q2 2021 and held it in 15 quarters. The position peaked at $1.16M in Q1 2024. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Foundations Investment Advisors reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 5,159 Block Inc shares in Q1 2026, an estimated $336K.
  • Foundations Investment Advisors first reported a position in Block Inc in Q2 2021 and held it in 15 quarters.
  • Foundations Investment Advisors's Block Inc position peaked at $1.16M in Q1 2024.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.