Kestra Advisory Services
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Kestra Advisory Services’s Block Inc XYZ Stock Holding History

Kestra 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
Q3 		$3.54M Buy
48,164
+4,692
+11% +$373K 0.01% 1086
2026
Q2 		$3.3M Sell
43,472
-3,830
-8% -$269K 0.01% 1059
2026
Q1 		$2.85M Buy
47,302
+508
+1% +$30.9K 0.01% 1094
2025
Q4 		$3.05M Sell
46,794
-3,575
-7% -$247K 0.01% 983
2025
Q3 		$3.64M Sell
50,369
-4,601
-8% -$344K 0.02% 842
2025
Q2 		$3.73M Sell
54,970
-622
-1% -$36.2K 0.02% 769
2025
Q1 		$3.02M Buy
55,592
+707
+1% +$52.8K 0.01% 795
2024
Q4 		$4.66M Buy
54,885
+139
+0.3% +$11.4K 0.03% 603
2024
Q3 		$3.68M Sell
54,746
-7,472
-12% -$483K 0.02% 688
2024
Q2 		$4.01M Sell
62,218
-2,388
-4% -$167K 0.02% 671
2024
Q1 		$5.46M Buy
64,606
+5,266
+9% +$381K 0.04% 491
2023
Q4 		$4.59M Sell
59,340
-530
-0.9% -$30K 0.04% 484
2023
Q3 		$2.65M Sell
59,870
-2,803
-4% -$174K 0.03% 599
2023
Q2 		$4.17M Sell
62,673
-2,303
-4% -$144K 0.04% 427
2023
Q1 		$4.46M Sell
64,976
-10,997
-14% -$823K 0.05% 388
2022
Q4 		$4.77M Sell
75,973
-1,741
-2% -$107K 0.04% 450
2022
Q3 		$4.27M Sell
77,714
-6,047
-7% -$428K 0.05% 416
2022
Q2 		$5.15M Sell
83,761
-5,160
-6% -$471K 0.05% 359
2022
Q1 		$12.1M Buy
88,921
+3,622
+4% +$439K 0.13% 183
2021
Q4 		$13.8M Sell
85,299
-2,241
-3% -$486K 0.14% 168
2021
Q3 		$21M Buy
87,540
+7,136
+9% +$1.83M 0.21% 109
2021
Q2 		$19.6M Buy
80,404
+2,726
+4% +$632K 0.22% 102
2021
Q1 		$17.6M Sell
77,678
-3,936
-5% -$921K 0.22% 107
2020
Q4 		$18M Buy
81,614
+33,115
+68% +$6.46M 0.21% 111
2020
Q3 		$7.92M Buy
+48,499
New +$6.85M 0.15% 168

Other funds holding XYZ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Kestra Advisory Services's XYZ Position: Q3 2026 in Review

Kestra Advisory Services increased its Block Inc (XYZ) stake by 11% in Q3 2026, buying an estimated $373K and bringing the position to 48,164 shares worth $3.54M. The position accounts for 0.01% of the portfolio, ranked #1086.

Kestra Advisory Services first reported a position in XYZ in Q3 2020 and has held it in 25 quarters since. The position peaked at $21M in Q3 2021. 566 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Kestra Advisory Services held 48,164 shares of Block Inc worth $3.54M as of Q3 2026.
  • Kestra Advisory Services bought 4,692 Block Inc shares in Q3 2026, an estimated $373K.
  • Block Inc made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1086 holding.
  • Kestra Advisory Services first reported a position in Block Inc in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's Block Inc position peaked at $21M in Q3 2021.
  • 566 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.