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HFM Investment Advisors’s Block Inc XYZ Stock Holding History

HFM 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
Q2 		$2.13K Buy
28
+13
+87% +$914 ﹤0.01% 435
2026
Q1 		$903 Buy
15
+2
+15% +$122 ﹤0.01% 448
2025
Q4 		$847 Sell
13
-1
-7% -$69 ﹤0.01% 514
2025
Q3 		$1.01K Hold
14
– – ﹤0.01% 367
2025
Q2 		$951 Buy
14
+13
+1,300% +$756 ﹤0.01% 380
2025
Q1 		$55 Buy
+1
New +$75 ﹤0.01% 1035

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 $3.38T AUM 44.17% 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

HFM Investment Advisors's XYZ Position: Q2 2026 in Review

HFM Investment Advisors increased its Block Inc (XYZ) stake by 87% in Q2 2026, buying an estimated $914 and bringing the position to 28 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

HFM Investment Advisors first reported a position in XYZ in Q1 2025 and has held it in 6 quarters since. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • HFM Investment Advisors held 28 shares of Block Inc worth $2.13K as of Q2 2026.
  • HFM Investment Advisors bought 13 Block Inc shares in Q2 2026, an estimated $914.
  • Block Inc made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #435 holding.
  • HFM Investment Advisors first reported a position in Block Inc in Q1 2025 and has held it in 6 quarters since.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.