Horizon Financial Services’s Block Inc XYZ Stock Holding History

Horizon Financial Services’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	-100	Closed	-$6.51K	–	389
2025 Q4	$6.51K	Hold	100	–	–	﹤0.01%	237
2025 Q3	$7.23K	Sell	100 -200	-67%	-$15K	﹤0.01%	228
2025 Q2	$20.4K	Hold	300	–	–	0.01%	115
2025 Q1	$16.3K	Hold	300	–	–	0.01%	108
2024 Q4	$25.5K	Hold	300	–	–	0.01%	96
2024 Q3	$20.1K	Hold	300	–	–	0.01%	107
2024 Q2	$19.3K	Hold	300	–	–	0.01%	103
2024 Q1	$25.4K	Buy	+300	New	+$21.7K	0.02%	102
2022 Q1	–	Sell	-190	Closed	-$30.7K	–	123
2021 Q4	$30.7K	Buy	190 +40	+27%	+$8.67K	0.02%	84
2021 Q3	$36K	Sell	150 -108	-42%	-$27.7K	0.02%	92
2021 Q2	$63K	Hold	258	–	–	0.05%	76
2021 Q1	$59K	Hold	258	–	–	0.05%	38
2020 Q4	$56K	Hold	258	–	–	0.05%	36
2020 Q3	$42K	Buy	+258	New	+$36.4K	0.04%	39

Other funds holding XYZ

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Horizon Financial Services's XYZ Position: Q1 2026 in Review

Horizon Financial Services sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 100 shares — an estimated $6.51K sold.

Horizon Financial Services first reported a position in XYZ in Q3 2020 and held it in 14 quarters. The position peaked at $63K in Q2 2021. 987 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

Horizon Financial Services reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
Horizon Financial Services sold 100 Block Inc shares in Q1 2026, an estimated $6.51K.
Horizon Financial Services first reported a position in Block Inc in Q3 2020 and held it in 14 quarters.
Horizon Financial Services's Block Inc position peaked at $63K in Q2 2021.
987 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Horizon Financial Services's 13F filing for Q1 2026, filed 15 Apr 2026.