HIA
XYZ

Harbor Investment Advisory’s Block Inc XYZ Stock Holding History

Harbor Investment Advisory’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 		$219K Sell
2,880
-35
-1% -$2.46K 0.02% 406
2026
Q1 		$175K Sell
2,915
-325
-10% -$19.8K 0.01% 423
2025
Q4 		$211K Sell
3,240
-102
-3% -$7.04K 0.02% 394
2025
Q3 		$242K Sell
3,342
-398
-11% -$29.8K 0.02% 364
2025
Q2 		$254K Sell
3,740
-990
-21% -$57.6K 0.02% 340
2025
Q1 		$257K Sell
4,730
-5
-0.1% -$373 0.03% 334
2024
Q4 		$402K Buy
4,735
+1,125
+31% +$92.3K 0.04% 260
2024
Q3 		$242K Sell
3,610
-4
-0.1% -$258 0.02% 324
2024
Q2 		$233K Buy
3,614
+4
+0.1% +$280 0.02% 317
2024
Q1 		$305K Sell
3,610
-200
-5% -$14.5K 0.03% 276
2023
Q4 		$295K Sell
3,810
-51
-1% -$2.88K 0.03% 273
2023
Q3 		$171K Hold
3,861
– – 0.02% 327
2023
Q2 		$257K Sell
3,861
-1,050
-21% -$65.6K 0.04% 305
2023
Q1 		$337K Sell
4,911
-306
-6% -$22.9K 0.05% 270
2022
Q4 		$328K Sell
5,217
-200
-4% -$12.3K 0.05% 266
2022
Q3 		$298K Sell
5,417
-739
-12% -$52.3K 0.05% 270
2022
Q2 		$378K Sell
6,156
-650
-10% -$59.4K 0.06% 238
2022
Q1 		$923K Sell
6,806
-7,280
-52% -$881K 0.12% 148
2021
Q4 		$2.27M Sell
14,086
-1,231
-8% -$267K 0.29% 68
2021
Q3 		$3.67M Buy
15,317
+400
+3% +$103K 0.5% 40
2021
Q2 		$3.64M Sell
14,917
-2,950
-17% -$684K 0.49% 40
2021
Q1 		$4.06M Sell
17,867
-228
-1% -$53.3K 0.61% 32
2020
Q4 		$3.94M Sell
18,095
-1,670
-8% -$326K 0.63% 32
2020
Q3 		$3.21M Sell
19,765
-2,705
-12% -$382K 0.61% 34
2020
Q2 		$2.36M Sell
22,470
-4,800
-18% -$367K 0.5% 48
2020
Q1 		$1.43M Sell
27,270
-3,700
-12% -$253K 0.38% 62
2019
Q4 		$1.94M Buy
+30,970
New +$1.98M 0.45% 57

Other funds holding XYZ

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Harbor Investment Advisory's XYZ Position: Q2 2026 in Review

Harbor Investment Advisory reduced its Block Inc (XYZ) stake by 1.2% in Q2 2026, selling an estimated $2.46K and leaving 2,880 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #406.

Harbor Investment Advisory first reported a position in XYZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.06M in Q1 2021. 289 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Harbor Investment Advisory held 2,880 shares of Block Inc worth $219K as of Q2 2026.
  • Harbor Investment Advisory sold 35 Block Inc shares in Q2 2026, an estimated $2.46K.
  • Block Inc made up 0.02% of Harbor Investment Advisory's portfolio in Q2 2026, its #406 holding.
  • Harbor Investment Advisory first reported a position in Block Inc in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's Block Inc position peaked at $4.06M in Q1 2021.
  • 289 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.