KWM
XYZ

Kingsview Wealth Management’s Block Inc XYZ Stock Holding History

Kingsview Wealth Management’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 		– Sell
-8,375
Closed -$545K – 1430
2025
Q4 		$545K Buy
+8,375
New +$578K 0.01% 815
2025
Q1 		– Sell
-7,387
Closed -$628K – 1205
2024
Q4 		$628K Buy
+7,387
New +$606K 0.01% 674
2024
Q3 		– Sell
-3,467
Closed -$224K – 1166
2024
Q2 		$224K Sell
3,467
-149
-4% -$10.4K 0.01% 943
2024
Q1 		$306K Sell
3,616
-7,145
-66% -$517K 0.01% 808
2023
Q4 		$832K Buy
10,761
+6,111
+131% +$346K 0.02% 519
2023
Q3 		$206K Buy
4,650
+58
+1% +$3.59K 0.01% 877
2023
Q2 		$306K Sell
4,592
-3,662
-44% -$229K 0.01% 737
2023
Q1 		$567K Buy
8,254
+1,481
+22% +$111K 0.02% 540
2022
Q4 		$426K Sell
6,773
-397
-6% -$24.5K 0.02% 554
2022
Q3 		$394K Sell
7,170
-1,223
-15% -$86.6K 0.02% 563
2022
Q2 		$516K Buy
8,393
+909
+12% +$83.1K 0.02% 529
2022
Q1 		$1.01M Buy
7,484
+1,084
+17% +$131K 0.04% 390
2021
Q4 		$1.03M Sell
6,400
-296
-4% -$64.1K 0.04% 388
2021
Q3 		$1.61M Buy
6,696
+129
+2% +$33.1K 0.08% 268
2021
Q2 		$1.59M Sell
6,567
-4,763
-42% -$1.1M 0.08% 271
2021
Q1 		$2.6M Buy
11,330
+6,949
+159% +$1.63M 0.15% 149
2020
Q4 		$953K Buy
4,381
+738
+20% +$144K 0.07% 290
2020
Q3 		$592K Buy
3,643
+21
+0.6% +$2.96K 0.05% 329
2020
Q2 		$380K Sell
3,622
-1,029
-22% -$78.8K 0.04% 395
2020
Q1 		$244K Sell
4,651
-25
-0.5% -$1.71K 0.03% 400
2019
Q4 		$293K Buy
+4,676
New +$299K 0.04% 369
2018
Q1 		– Sell
-1,227
Closed -$43K – 436
2017
Q4 		$43K Buy
+1,227
New +$44.9K 0.02% 308

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

Kingsview Wealth Management's XYZ Position: Q1 2026 in Review

Kingsview Wealth Management sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 8,375 shares — an estimated $545K sold.

Kingsview Wealth Management first reported a position in XYZ in Q4 2017 and held it in 22 quarters. The position peaked at $2.6M in Q1 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Kingsview Wealth Management reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • Kingsview Wealth Management sold 8,375 Block Inc shares in Q1 2026, an estimated $545K.
  • Kingsview Wealth Management first reported a position in Block Inc in Q4 2017 and held it in 22 quarters.
  • Kingsview Wealth Management's Block Inc position peaked at $2.6M in Q1 2021.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.