KWA
XYZ

Kingswood Wealth Advisors’s Block Inc XYZ Stock Holding History

Kingswood Wealth 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
Q1 		– Sell
-3,892
Closed -$253K – 985
2025
Q4 		$253K Sell
3,892
-125
-3% -$8.62K 0.01% 738
2025
Q3 		$290K Buy
4,017
+301
+8% +$22.5K 0.02% 642
2025
Q2 		$252K Sell
3,716
-2,107
-36% -$123K 0.02% 621
2025
Q1 		$317K Sell
5,823
-955
-14% -$71.3K 0.03% 529
2024
Q4 		$576K Buy
+6,778
New +$556K 0.04% 402
2024
Q2 		– Sell
-3,396
Closed -$287K – 720
2024
Q1 		$287K Sell
3,396
-1,835
-35% -$133K 0.03% 491
2023
Q4 		$405K Buy
+5,231
New +$296K 0.05% 395

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

Kingswood Wealth Advisors's XYZ Position: Q1 2026 in Review

Kingswood Wealth Advisors sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 3,892 shares — an estimated $253K sold.

Kingswood Wealth Advisors first reported a position in XYZ in Q4 2023 and held it in 7 quarters. The position peaked at $576K in Q4 2024. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Kingswood Wealth Advisors reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 3,892 Block Inc shares in Q1 2026, an estimated $253K.
  • Kingswood Wealth Advisors first reported a position in Block Inc in Q4 2023 and held it in 7 quarters.
  • Kingswood Wealth Advisors's Block Inc position peaked at $576K in Q4 2024.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.