LIA
XYZ

Limestone Investment Advisors’s Block Inc XYZ Stock Holding History

Limestone Investment 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 		$114K Buy
+1,900
New +$116K 0.01% 341
2025
Q4 		– Sell
-20,200
Closed -$1.46M – 667
2025
Q3 		$1.46M Buy
20,200
+4,300
+27% +$322K 0.12% 140
2025
Q2 		$1.08M Buy
+15,900
New +$925K 0.09% 173

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

Limestone Investment Advisors's XYZ Position: Q1 2026 in Review

Limestone Investment Advisors opened a new position in Block Inc (XYZ) in Q1 2026: 2,960 shares worth $178K. The stake represents 0.01% of the portfolio and ranks #306 among its holdings. This is a return to the name: Limestone Investment Advisors previously reported a position in XYZ as recently as Q3 2025.

Limestone Investment Advisors first reported a position in XYZ in Q3 2025 and has held it in 2 quarters since. 987 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Limestone Investment Advisors held 2,960 shares of Block Inc worth $178K as of Q1 2026.
  • Block Inc was a new Limestone Investment Advisors position in Q1 2026.
  • Block Inc made up 0.01% of Limestone Investment Advisors's portfolio in Q1 2026, its #306 holding.
  • Limestone Investment Advisors first reported a position in Block Inc in Q3 2025 and has held it in 2 quarters since.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Limestone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.