LFA
XYZ

Legacy Financial Advisors’s Block Inc XYZ Stock Holding History

Legacy Financial 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 		$228K Buy
3,783
+8
+0.2% +$486 0.03% 375
2025
Q4 		$246K Sell
3,775
-163
-4% -$11.2K 0.03% 352
2025
Q3 		$285K Buy
3,938
+185
+5% +$13.8K 0.04% 336
2025
Q2 		$255K Buy
3,753
+65
+2% +$3.78K 0.04% 298
2025
Q1 		$200K Sell
3,688
-45
-1% -$3.36K 0.03% 350
2024
Q4 		$317K Buy
3,733
+90
+2% +$7.38K 0.05% 268
2024
Q3 		$245K Buy
3,643
+86
+2% +$5.55K 0.04% 309
2024
Q2 		$229K Buy
3,557
+232
+7% +$16.2K 0.04% 302
2024
Q1 		$281K Buy
3,325
+117
+4% +$8.46K 0.05% 260
2023
Q4 		$248K Buy
+3,208
New +$181K 0.05% 258

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

Legacy Financial Advisors's XYZ Position: Q1 2026 in Review

Legacy Financial Advisors increased its Block Inc (XYZ) stake by 0.21% in Q1 2026, buying an estimated $486 and bringing the position to 3,783 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #375.

Legacy Financial Advisors first reported a position in XYZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $317K in Q4 2024. 987 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Legacy Financial Advisors held 3,783 shares of Block Inc worth $228K as of Q1 2026.
  • Legacy Financial Advisors bought 8 Block Inc shares in Q1 2026, an estimated $486.
  • Block Inc made up 0.03% of Legacy Financial Advisors's portfolio in Q1 2026, its #375 holding.
  • Legacy Financial Advisors first reported a position in Block Inc in Q4 2023 and has held it in 10 quarters since.
  • Legacy Financial Advisors's Block Inc position peaked at $317K in Q4 2024.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.