Key Financial Inc’s Block Inc XYZ Stock Holding History

Key Financial Inc’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	$14.2K	Hold	187	–	–	﹤0.01%	791
2026 Q1	$11.3K	Hold	187	–	–	﹤0.01%	861
2025 Q4	$12.2K	Hold	187	–	–	﹤0.01%	834
2025 Q3	$13.7K	Sell	187 -6	-3%	-$449	﹤0.01%	795
2025 Q2	$13.1K	Hold	193	–	–	﹤0.01%	779
2025 Q1	$10.5K	Hold	193	–	–	﹤0.01%	804
2024 Q4	$16.4K	Hold	193	–	–	﹤0.01%	706
2024 Q3	$13K	Buy	193 +6	+3%	+$388	﹤0.01%	732
2024 Q2	$12.1K	Hold	187	–	–	﹤0.01%	731
2024 Q1	$15.8K	Hold	187	–	–	﹤0.01%	654
2023 Q4	$14.5K	Hold	187	–	–	﹤0.01%	650
2023 Q3	$8.28K	Hold	187	–	–	﹤0.01%	769
2023 Q2	$12.4K	Buy	187 +10	+6%	+$625	﹤0.01%	673
2023 Q1	$12.2K	Hold	177	–	–	﹤0.01%	635
2022 Q4	$9.73K	Hold	177	–	–	﹤0.01%	634
2022 Q3	$10K	Hold	177	–	–	﹤0.01%	641
2022 Q2	$11K	Hold	177	–	–	0.01%	618
2022 Q1	$24K	Hold	177	–	–	0.01%	472
2021 Q4	$29K	Hold	177	–	–	0.01%	425
2021 Q3	$42K	Buy	177 +9	+5%	+$2.31K	0.02%	363
2021 Q2	$42K	Hold	168	–	–	0.02%	374
2021 Q1	$38K	Hold	168	–	–	0.03%	319
2020 Q4	$37K	Buy	+168	New	+$32.8K	0.03%	295
2020 Q2	–	Sell	-200	Closed	-$11K	–	678
2020 Q1	$11K	Buy	+200	New	+$13.7K	0.01%	396

Other funds holding XYZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Financial Inc's XYZ Position: Q2 2026 in Review

Key Financial Inc held its Block Inc (XYZ) position steady in Q2 2026 at 187 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

Key Financial Inc first reported a position in XYZ in Q1 2020 and has held it in 24 quarters since. The position peaked at $42K in Q3 2021. 1,081 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Key Financial Inc held 187 shares of Block Inc worth $14.2K as of Q2 2026.
Key Financial Inc left its Block Inc share count unchanged in Q2 2026.
Block Inc made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #791 holding.
Key Financial Inc first reported a position in Block Inc in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's Block Inc position peaked at $42K in Q3 2021.
1,081 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.