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 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Insigneo Advisory Services's XYZ Position: Q1 2026 in Review

Insigneo Advisory Services increased its Block Inc (XYZ) stake by 0.68% in Q1 2026, buying an estimated $9.12K and bringing the position to 22,254 shares worth $1.34M. The position accounts for 0.1% of the portfolio, ranked #185.

Insigneo Advisory Services first reported a position in XYZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.44M in Q4 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

Insigneo Advisory Services held 22,254 shares of Block Inc worth $1.34M as of Q1 2026.
Insigneo Advisory Services bought 150 Block Inc shares in Q1 2026, an estimated $9.12K.
Block Inc made up 0.1% of Insigneo Advisory Services's portfolio in Q1 2026, its #185 holding.
Insigneo Advisory Services first reported a position in Block Inc in Q4 2022 and has held it in 14 quarters since.
Insigneo Advisory Services's Block Inc position peaked at $1.44M in Q4 2025.
986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.