Inspire Advisors’s Block Inc XYZ Stock Holding History

Inspire 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	-3,401	Closed	-$221K	–	741
2025 Q4	$221K	Buy	+3,401	New	+$235K	0.02%	473
2021 Q1	–	Sell	-51	Closed	-$11K	–	761
2020 Q4	$11K	Buy	+51	New	+$9.95K	﹤0.01%	516

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

Inspire Advisors's XYZ Position: Q1 2026 in Review

Inspire Advisors sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 3,401 shares — an estimated $221K sold.

Inspire Advisors first reported a position in XYZ in Q4 2020 and held it in 2 quarters. The position peaked at $221K in Q4 2025. 987 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

Inspire Advisors reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
Inspire Advisors sold 3,401 Block Inc shares in Q1 2026, an estimated $221K.
Inspire Advisors first reported a position in Block Inc in Q4 2020 and held it in 2 quarters.
Inspire Advisors's Block Inc position peaked at $221K in Q4 2025.
987 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.