IMA Advisory Services’s Block Inc XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.72K Buy
49
+15
+44% +$1.05K ﹤0.01% 980
2026
Q1
$2.05K Hold
34
﹤0.01% 639
2025
Q4
$2.21K Buy
34
+30
+750% +$2.07K ﹤0.01% 640
2025
Q3
$289 Buy
4
+1
+33% +$75 ﹤0.01% 454
2025
Q2
$204 Buy
+3
New +$175 ﹤0.01% 494

Other funds holding XYZ

IMA Advisory Services's XYZ Position: Q2 2026 in Review

IMA Advisory Services increased its Block Inc (XYZ) stake by 44% in Q2 2026, buying an estimated $1.05K and bringing the position to 49 shares worth $3.72K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

IMA Advisory Services first reported a position in XYZ in Q2 2025 and has held it in 5 quarters since. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • IMA Advisory Services held 49 shares of Block Inc worth $3.72K as of Q2 2026.
  • IMA Advisory Services bought 15 Block Inc shares in Q2 2026, an estimated $1.05K.
  • Block Inc made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #980 holding.
  • IMA Advisory Services first reported a position in Block Inc in Q2 2025 and has held it in 5 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.