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Insigneo Advisory Services’s Block Inc XYZ Stock Holding History

Insigneo Advisory Services’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 		$759K Sell
9,984
-12,270
-55% -$863K 0.03% 367
2026
Q1 		$1.34M Buy
22,254
+150
+0.7% +$9.12K 0.1% 185
2025
Q4 		$1.44M Buy
22,104
+10,690
+94% +$737K 0.1% 166
2025
Q3 		$825K Sell
11,414
-19
-0.2% -$1.42K 0.06% 244
2025
Q2 		$777K Buy
11,433
+945
+9% +$55K 0.07% 231
2025
Q1 		$570K Buy
10,488
+647
+7% +$48.3K 0.06% 267
2024
Q4 		$836K Sell
9,841
-233
-2% -$19.1K 0.09% 184
2024
Q3 		$676K Buy
10,074
+164
+2% +$10.6K 0.07% 249
2024
Q2 		$567K Sell
9,910
-3,487
-26% -$244K 0.06% 262
2024
Q1 		$1.13M Sell
13,397
-3,854
-22% -$279K 0.13% 146
2023
Q4 		$1.33M Buy
17,251
+2,253
+15% +$127K 0.19% 113
2023
Q3 		$664K Buy
14,998
+2,557
+21% +$158K 0.14% 152
2023
Q2 		$828K Buy
12,441
+3,729
+43% +$233K 0.16% 134
2023
Q1 		$598K Buy
8,712
+674
+8% +$50.5K 0.19% 108
2022
Q4 		$505K Buy
+8,038
New +$496K 0.19% 116

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 $3.38T AUM 44.17% 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

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

Insigneo Advisory Services reduced its Block Inc (XYZ) stake by 55% in Q2 2026, selling an estimated $863K and leaving 9,984 shares worth $759K. The position accounts for 0.03% of the portfolio, ranked #367.

Insigneo Advisory Services first reported a position in XYZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.44M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Insigneo Advisory Services held 9,984 shares of Block Inc worth $759K as of Q2 2026.
  • Insigneo Advisory Services sold 12,270 Block Inc shares in Q2 2026, an estimated $863K.
  • Block Inc made up 0.03% of Insigneo Advisory Services's portfolio in Q2 2026, its #367 holding.
  • Insigneo Advisory Services first reported a position in Block Inc in Q4 2022 and has held it in 15 quarters since.
  • Insigneo Advisory Services's Block Inc position peaked at $1.44M in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.