KAS
XYZ

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
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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Kestra Advisory Services increased its Block Inc (XYZ) stake by 1.1% in Q1 2026, buying an estimated $30.9K and bringing the position to 47,302 shares worth $2.85M. The position accounts for 0.01% of the portfolio, ranked #1094.

Kestra Advisory Services first reported a position in XYZ in Q3 2020 and has held it in 23 quarters since. The position peaked at $21M in Q3 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Kestra Advisory Services held 47,302 shares of Block Inc worth $2.85M as of Q1 2026.
  • Kestra Advisory Services bought 508 Block Inc shares in Q1 2026, an estimated $30.9K.
  • Block Inc made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1094 holding.
  • Kestra Advisory Services first reported a position in Block Inc in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's Block Inc position peaked at $21M in Q3 2021.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.