IFA
XYZ

Index Fund Advisors’s Block Inc XYZ Stock Holding History

Index Fund 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
Q1 		– Sell
-3,611
Closed -$235K – 161
2025
Q4 		$235K Sell
3,611
-8
-0.2% -$552 0.01% 138
2025
Q3 		$262K Buy
3,619
+21
+0.6% +$1.57K 0.01% 126
2025
Q2 		$244K Buy
+3,598
New +$209K 0.01% 132

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

Index Fund Advisors's XYZ Position: Q1 2026 in Review

Index Fund Advisors sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 3,611 shares — an estimated $235K sold.

Index Fund Advisors first reported a position in XYZ in Q2 2025 and held it in 3 quarters. The position peaked at $262K in Q3 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Index Fund Advisors reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • Index Fund Advisors sold 3,611 Block Inc shares in Q1 2026, an estimated $235K.
  • Index Fund Advisors first reported a position in Block Inc in Q2 2025 and held it in 3 quarters.
  • Index Fund Advisors's Block Inc position peaked at $262K in Q3 2025.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Index Fund Advisors's 13F filing for Q1 2026, filed 12 May 2026.