IAA
XYZ

Independent Advisor Alliance’s Block Inc XYZ Stock Holding History

Independent Advisor Alliance’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 		$241K Sell
4,000
-4,995
-56% -$304K ﹤0.01% 1426
2025
Q4 		$585K Sell
8,995
-2,206
-20% -$152K 0.01% 605
2025
Q3 		$809K Sell
11,201
-307
-3% -$23K 0.02% 488
2025
Q2 		$782K Sell
11,508
-2,411
-17% -$140K 0.02% 463
2025
Q1 		$756K Sell
13,919
-941
-6% -$70.2K 0.03% 423
2024
Q4 		$1.26M Buy
14,860
+2,259
+18% +$185K 0.02% 650
2024
Q3 		$846K Buy
12,601
+5,226
+71% +$338K 0.03% 357
2024
Q2 		$476K Sell
7,375
-749
-9% -$52.4K 0.02% 476
2024
Q1 		$687K Buy
8,124
+802
+11% +$58K 0.02% 388
2023
Q4 		$566K Buy
7,322
+1
+0% +$57 0.02% 419
2023
Q3 		$324K Sell
7,321
-687
-9% -$42.5K 0.01% 504
2023
Q2 		$533K Buy
8,008
+530
+7% +$33.1K 0.02% 413
2023
Q1 		$513K Buy
+7,478
New +$560K 0.02% 422
2022
Q4 		– Sell
-8,855
Closed -$487K – 646
2022
Q3 		$487K Sell
8,855
-568
-6% -$40.2K 0.03% 381
2022
Q2 		$579K Sell
9,423
-281
-3% -$25.7K 0.03% 346
2022
Q1 		$1.32M Buy
9,704
+127
+1% +$15.4K 0.06% 238
2021
Q4 		$1.55M Sell
9,577
-4,797
-33% -$1.04M 0.08% 203
2021
Q3 		$3.45M Buy
14,374
+535
+4% +$137K 0.19% 112
2021
Q2 		$3.37M Buy
13,839
+8,518
+160% +$1.98M 0.18% 119
2021
Q1 		$1.21M Sell
5,321
-5,038
-49% -$1.18M 0.07% 224
2020
Q4 		$2.25M Buy
10,359
+799
+8% +$156K 0.15% 126
2020
Q3 		$1.51M Buy
9,560
+2,285
+31% +$323K 0.11% 143
2020
Q2 		$898K Buy
+7,275
New +$557K 0.1% 175
2018
Q4 		– Sell
-3,533
Closed -$337K – 468
2018
Q3 		$337K Buy
+3,533
New +$272K 0.06% 246

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Independent Advisor Alliance's XYZ Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Block Inc (XYZ) stake by 56% in Q1 2026, selling an estimated $304K and leaving 4,000 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1426.

Independent Advisor Alliance first reported a position in XYZ in Q3 2018 and has held it in 24 quarters since. The position peaked at $3.45M in Q3 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Independent Advisor Alliance held 4,000 shares of Block Inc worth $241K as of Q1 2026.
  • Independent Advisor Alliance sold 4,995 Block Inc shares in Q1 2026, an estimated $304K.
  • Block Inc made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1426 holding.
  • Independent Advisor Alliance first reported a position in Block Inc in Q3 2018 and has held it in 24 quarters since.
  • Independent Advisor Alliance's Block Inc position peaked at $3.45M in Q3 2021.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.