KCFA
XYZ

Key Client Fiduciary Advisors’s Block Inc XYZ Stock Holding History

Key Client Fiduciary 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 		$318K Sell
4,184
-1,207
-22% -$84.8K 0.09% 170
2026
Q1 		$324K Sell
5,391
-307
-5% -$18.7K 0.11% 159
2025
Q4 		$371K Sell
5,698
-2,157
-27% -$149K 0.13% 143
2025
Q3 		$568K Sell
7,855
-200
-2% -$15K 0.19% 105
2025
Q2 		$547K Sell
8,055
-289
-3% -$16.8K 0.22% 102
2025
Q1 		$453K Buy
8,344
+4
+0% +$299 0.21% 108
2024
Q4 		$709K Buy
8,340
+115
+1% +$9.43K 0.31% 78
2024
Q3 		$552K Sell
8,225
-157
-2% -$10.1K 0.25% 93
2024
Q2 		$541K Buy
8,382
+753
+10% +$52.7K 0.27% 88
2024
Q1 		$645K Buy
7,629
+113
+2% +$8.17K 0.34% 67
2023
Q4 		$581K Buy
7,516
+1
+0% +$57 0.34% 72
2023
Q3 		$333K Sell
7,515
-418
-5% -$25.9K 0.2% 115
2023
Q2 		$528K Buy
7,933
+30
+0.4% +$1.87K 0.31% 73
2023
Q1 		$543K Sell
7,903
-80
-1% -$5.99K 0.34% 65
2022
Q4 		$502K Sell
7,983
-1,396
-15% -$86.1K 0.34% 68
2022
Q3 		$516K Buy
9,379
+188
+2% +$13.3K 0.47% 46
2022
Q2 		$565K Buy
9,191
+1,144
+14% +$105K 0.55% 41
2022
Q1 		$1.09M Buy
8,047
+4,056
+102% +$491K 0.86% 31
2021
Q4 		$645K Buy
+3,991
New +$865K 0.53% 48

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 $3.37T AUM 44.26% 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

Key Client Fiduciary Advisors's XYZ Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its Block Inc (XYZ) stake by 22% in Q2 2026, selling an estimated $84.8K and leaving 4,184 shares worth $318K. The position accounts for 0.09% of the portfolio, ranked #170.

Key Client Fiduciary Advisors first reported a position in XYZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.09M in Q1 2022. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Key Client Fiduciary Advisors held 4,184 shares of Block Inc worth $318K as of Q2 2026.
  • Key Client Fiduciary Advisors sold 1,207 Block Inc shares in Q2 2026, an estimated $84.8K.
  • Block Inc made up 0.09% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #170 holding.
  • Key Client Fiduciary Advisors first reported a position in Block Inc in Q4 2021 and has held it in 19 quarters since.
  • Key Client Fiduciary Advisors's Block Inc position peaked at $1.09M in Q1 2022.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.