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Kestra Private Wealth Services’s Block Inc XYZ Stock Holding History

Kestra Private Wealth 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
Q2 		$2M Buy
26,270
+8,783
+50% +$617K 0.02% 601
2026
Q1 		$1.05M Sell
17,487
-3,638
-17% -$221K 0.01% 816
2025
Q4 		$1.38M Sell
21,125
-1,957
-8% -$135K 0.02% 671
2025
Q3 		$1.67M Buy
23,082
+1,377
+6% +$103K 0.02% 588
2025
Q2 		$1.47M Sell
21,705
-1,991
-8% -$116K 0.02% 595
2025
Q1 		$1.29M Buy
23,696
+1,528
+7% +$114K 0.02% 591
2024
Q4 		$1.88M Buy
22,168
+625
+3% +$51.3K 0.03% 446
2024
Q3 		$1.45M Sell
21,543
-2,352
-10% -$152K 0.03% 507
2024
Q2 		$1.54M Buy
23,895
+4,201
+21% +$294K 0.03% 455
2024
Q1 		$1.67M Sell
19,694
-196
-1% -$14.2K 0.04% 423
2023
Q4 		$1.54M Buy
19,890
+754
+4% +$42.6K 0.04% 423
2023
Q3 		$847K Buy
19,136
+3,361
+21% +$208K 0.03% 512
2023
Q2 		$1.05M Sell
15,775
-611
-4% -$38.2K 0.04% 418
2023
Q1 		$1.12M Sell
16,386
-129
-0.8% -$9.66K 0.04% 383
2022
Q4 		$1.04M Sell
16,515
-5,510
-25% -$340K 0.05% 362
2022
Q3 		$1.21M Buy
22,025
+3,030
+16% +$215K 0.07% 296
2022
Q2 		$1.17M Sell
18,995
-612
-3% -$55.9K 0.07% 311
2022
Q1 		$2.66M Buy
19,607
+1,577
+9% +$191K 0.13% 170
2021
Q4 		$2.91M Buy
18,030
+3,325
+23% +$721K 0.14% 159
2021
Q3 		$3.53M Buy
14,705
+1,327
+10% +$341K 0.2% 128
2021
Q2 		$3.26M Buy
13,378
+600
+5% +$139K 0.2% 124
2021
Q1 		$2.9M Sell
12,778
-1,021
-7% -$239K 0.2% 124
2020
Q4 		$3.05M Buy
13,799
+889
+7% +$173K 0.22% 111
2020
Q3 		$2.1M Buy
+12,910
New +$1.82M 0.18% 123

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

Kestra Private Wealth Services's XYZ Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Block Inc (XYZ) stake by 50% in Q2 2026, buying an estimated $617K and bringing the position to 26,270 shares worth $2M. The position accounts for 0.02% of the portfolio, ranked #601.

Kestra Private Wealth Services first reported a position in XYZ in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.53M in Q3 2021. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Kestra Private Wealth Services held 26,270 shares of Block Inc worth $2M as of Q2 2026.
  • Kestra Private Wealth Services bought 8,783 Block Inc shares in Q2 2026, an estimated $617K.
  • Block Inc made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #601 holding.
  • Kestra Private Wealth Services first reported a position in Block Inc in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's Block Inc position peaked at $3.53M in Q3 2021.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.