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Kelleher Financial Advisors’s Block Inc XYZ Stock Holding History

Kelleher Financial 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
Q2 		$532 Sell
7
-146
-95% -$10.3K ﹤0.01% 838
2026
Q1 		$10.4K Buy
153
+146
+2,086% +$8.88K ﹤0.01% 532
2025
Q4 		$456 Hold
7
– – ﹤0.01% 688
2025
Q3 		$506 Buy
+7
New +$524 ﹤0.01% 626

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

Kelleher Financial Advisors's XYZ Position: Q2 2026 in Review

Kelleher Financial Advisors reduced its Block Inc (XYZ) stake by 95% in Q2 2026, selling an estimated $10.3K and leaving 7 shares worth $532. The position accounts for ﹤0.01% of the portfolio, ranked #838.

Kelleher Financial Advisors first reported a position in XYZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.4K in Q1 2026. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Kelleher Financial Advisors held 7 shares of Block Inc worth $532 as of Q2 2026.
  • Kelleher Financial Advisors sold 146 Block Inc shares in Q2 2026, an estimated $10.3K.
  • Block Inc made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #838 holding.
  • Kelleher Financial Advisors first reported a position in Block Inc in Q3 2025 and has held it in 4 quarters since.
  • Kelleher Financial Advisors's Block Inc position peaked at $10.4K in Q1 2026.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.