IA
XYZ

IFS Advisors’s Block Inc XYZ Stock Holding History

IFS 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 		$1.9K Hold
25
– – ﹤0.01% 190
2026
Q1 		$1.5K Hold
25
– – ﹤0.01% 187
2025
Q4 		$1.63K Hold
25
– – ﹤0.01% 161
2025
Q3 		$1.81K Hold
25
– – ﹤0.01% 149
2025
Q2 		$1.7K Hold
25
– – ﹤0.01% 143
2025
Q1 		$1.36K Buy
+25
New +$1.87K ﹤0.01% 170
2021
Q1 		– Sell
-20
Closed -$4K – 160
2020
Q4 		$4K Buy
+20
New +$3.9K ﹤0.01% 135

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 $3.37T AUM 44.26% 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

IFS Advisors's XYZ Position: Q2 2026 in Review

IFS Advisors held its Block Inc (XYZ) position steady in Q2 2026 at 25 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #190.

IFS Advisors first reported a position in XYZ in Q4 2020 and has held it in 7 quarters since. The position peaked at $4K in Q4 2020. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • IFS Advisors held 25 shares of Block Inc worth $1.9K as of Q2 2026.
  • IFS Advisors left its Block Inc share count unchanged in Q2 2026.
  • Block Inc made up ﹤0.01% of IFS Advisors's portfolio in Q2 2026, its #190 holding.
  • IFS Advisors first reported a position in Block Inc in Q4 2020 and has held it in 7 quarters since.
  • IFS Advisors's Block Inc position peaked at $4K in Q4 2020.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on IFS Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.