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
2022
Q3 		– Sell
-5,800
Closed -$357K – 118
2022
Q2 		$357K Hold
5,800
– – 0.35% 67
2022
Q1 		$786K Buy
5,800
+3,400
+142% +$412K 0.62% 41
2021
Q4 		$388K Buy
+2,400
New +$520K 0.32% 77

Other funds holding XYZ

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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. 518 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.
  • 518 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.