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
2021 Q1	–	Sell	-500	Closed	-$1K	–	945
2020 Q4	$1K	Buy	+500	New	+$97.5K	﹤0.01%	728

Other funds holding XYZ

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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.