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
Q2 		– Sell
-4,000
Closed -$241K – 6384
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

LPL Financial's XYZ Position: Q2 2026 in Review

LPL Financial reduced its Block Inc (XYZ) stake by 5.1% in Q2 2026, selling an estimated $1.61M and leaving 426,982 shares worth $32.5M. The position accounts for 0.01% of the portfolio, ranked #1265.

LPL Financial first reported a position in XYZ in Q4 2016 and has held it in 39 quarters since. The position peaked at $109M in Q3 2021. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • LPL Financial held 426,982 shares of Block Inc worth $32.5M as of Q2 2026.
  • LPL Financial sold 22,890 Block Inc shares in Q2 2026, an estimated $1.61M.
  • Block Inc made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1265 holding.
  • LPL Financial first reported a position in Block Inc in Q4 2016 and has held it in 39 quarters since.
  • LPL Financial's Block Inc position peaked at $109M in Q3 2021.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.