IA
XYZ

IFP Advisors’s Block Inc XYZ Stock Holding History

IFP 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
2017
Q3 		– Sell
-1,000
Closed -$23K – 4236
2017
Q2 		$23K Buy
+1,000
New +$20.7K ﹤0.01% 2506

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
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
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

IFP Advisors's XYZ Position: Q2 2026 in Review

IFP Advisors reduced its Block Inc (XYZ) stake by 7% in Q2 2026, selling an estimated $1.04M and leaving 196,142 shares worth $14.9M. The position accounts for 0.27% of the portfolio, ranked #75.

IFP Advisors first reported a position in XYZ in Q4 2015 and has held it in 42 quarters since. 259 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • IFP Advisors held 196,142 shares of Block Inc worth $14.9M as of Q2 2026.
  • IFP Advisors sold 14,818 Block Inc shares in Q2 2026, an estimated $1.04M.
  • Block Inc made up 0.27% of IFP Advisors's portfolio in Q2 2026, its #75 holding.
  • IFP Advisors first reported a position in Block Inc in Q4 2015 and has held it in 42 quarters since.
  • 259 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.