Larson Financial Group’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $285K | Buy |
3,753
+790
| +27% | +$55.5K | 0.01% | 717 |
|
|
2026
Q1 | $178K | Buy |
2,963
+927
| +46% | +$56.4K | 0.01% | 757 |
|
|
2025
Q4 | $133K | Sell |
2,036
-244
| -11% | -$16.8K | ﹤0.01% | 831 |
|
|
2025
Q3 | $165K | Buy |
2,280
+1,157
| +103% | +$86.6K | 0.01% | 748 |
|
|
2025
Q2 | $76.3K | Sell |
1,123
-754
| -40% | -$43.9K | ﹤0.01% | 929 |
|
|
2025
Q1 | $102K | Sell |
1,877
-18
| -0.9% | -$1.34K | ﹤0.01% | 796 |
|
|
2024
Q4 | $161K | Buy |
1,895
+703
| +59% | +$57.7K | 0.01% | 622 |
|
|
2024
Q3 | $80K | Buy |
1,192
+154
| +15% | +$9.95K | ﹤0.01% | 781 |
|
|
2024
Q2 | $66.9K | Buy |
1,038
+412
| +66% | +$28.8K | ﹤0.01% | 740 |
|
|
2024
Q1 | $52.9K | Hold |
626
| – | – | ﹤0.01% | 675 |
|
|
2023
Q4 | $48.4K | Sell |
626
-102
| -14% | -$5.77K | ﹤0.01% | 655 |
|
|
2023
Q3 | $32.2K | Buy |
728
+202
| +38% | +$12.5K | ﹤0.01% | 715 |
|
|
2023
Q2 | $35K | Sell |
526
-231
| -31% | -$14.4K | ﹤0.01% | 619 |
|
|
2023
Q1 | $52K | Buy |
757
+115
| +18% | +$8.61K | 0.01% | 547 |
|
|
2022
Q4 | $40.3K | Sell |
642
-68
| -10% | -$4.2K | ﹤0.01% | 561 |
|
|
2022
Q3 | $39K | Sell |
710
-140
| -16% | -$9.91K | 0.01% | 513 |
|
|
2022
Q2 | $52K | Sell |
850
-306
| -26% | -$28K | 0.01% | 361 |
|
|
2022
Q1 | $157K | Buy |
1,156
+333
| +40% | +$40.3K | 0.03% | 223 |
|
|
2021
Q4 | $133K | Sell |
823
-941
| -53% | -$204K | 0.02% | 238 |
|
|
2021
Q3 | $423K | Buy |
1,764
+1,398
| +382% | +$359K | 0.08% | 95 |
|
|
2021
Q2 | $89K | Buy |
366
+10
| +3% | +$2.32K | 0.02% | 200 |
|
|
2021
Q1 | $81K | Sell |
356
-53
| -13% | -$12.4K | 0.02% | 191 |
|
|
2020
Q4 | $89K | Buy |
409
+31
| +8% | +$6.05K | 0.03% | 147 |
|
|
2020
Q3 | $61K | Sell |
378
-856
| -69% | -$121K | 0.03% | 172 |
|
|
2020
Q2 | $129K | Buy |
1,234
+787
| +176% | +$60.3K | 0.06% | 117 |
|
|
2020
Q1 | $23K | Buy |
447
+71
| +19% | +$4.86K | 0.01% | 220 |
|
|
2019
Q4 | $24K | Hold |
376
| – | – | 0.01% | 209 |
|
|
2019
Q3 | $23K | Hold |
376
| – | – | 0.02% | 205 |
|
|
2019
Q2 | $27K | Buy |
376
+213
| +131% | +$14.9K | 0.02% | 166 |
|
|
2019
Q1 | $12K | Buy |
163
+75
| +85% | +$5.43K | 0.01% | 222 |
|
|
2018
Q4 | $5K | Buy |
+88
| New | +$6.21K | ﹤0.01% | 284 |
|
Other funds holding XYZ
CAM
Larson Financial Group's XYZ Position: Q2 2026 in Review
Larson Financial Group increased its Block Inc (XYZ) stake by 27% in Q2 2026, buying an estimated $55.5K and bringing the position to 3,753 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #717.
Larson Financial Group first reported a position in XYZ in Q4 2018 and has held it in 31 quarters since. The position peaked at $423K in Q3 2021. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.
- Larson Financial Group held 3,753 shares of Block Inc worth $285K as of Q2 2026.
- Larson Financial Group bought 790 Block Inc shares in Q2 2026, an estimated $55.5K.
- Block Inc made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #717 holding.
- Larson Financial Group first reported a position in Block Inc in Q4 2018 and has held it in 31 quarters since.
- Larson Financial Group's Block Inc position peaked at $423K in Q3 2021.
- 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.
Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.