LPL Financial
XYZ

LPL Financial’s Block Inc XYZ Stock Holding History

LPL Financial’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 		$241K Buy
+4,000
New +$243K ﹤0.01% 5357
2021
Q1 		– Sell
-16,000
Closed -$3.48M – 4153
2020
Q4 		$3.48M Hold
16,000
– – ﹤0.01% 1325
2020
Q3 		$2.6M Buy
+16,000
New +$2.26M ﹤0.01% 1314
2018
Q4 		– Sell
-22,900
Closed -$2.27M – 3266
2018
Q3 		$2.27M Buy
+22,900
New +$1.77M 0.01% 1100

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

LPL Financial's XYZ Position: Q1 2026 in Review

LPL Financial reduced its Block Inc (XYZ) stake by 7.2% in Q1 2026, selling an estimated $2.13M and leaving 449,872 shares worth $27.1M. The position accounts for 0.01% of the portfolio, ranked #1274.

LPL Financial first reported a position in XYZ in Q4 2016 and has held it in 38 quarters since. The position peaked at $109M in Q3 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • LPL Financial held 449,872 shares of Block Inc worth $27.1M as of Q1 2026.
  • LPL Financial sold 35,015 Block Inc shares in Q1 2026, an estimated $2.13M.
  • Block Inc made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1274 holding.
  • LPL Financial first reported a position in Block Inc in Q4 2016 and has held it in 38 quarters since.
  • LPL Financial's Block Inc position peaked at $109M in Q3 2021.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.