MFA
XYZ

Mayflower Financial Advisors’s Block Inc XYZ Stock Holding History

Mayflower 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
Q2 		$204K Buy
+2,683
New +$189K 0.02% 481
2022
Q2 		– Sell
-2,311
Closed -$313K – 374
2022
Q1 		$313K Buy
2,311
+290
+14% +$35.1K 0.04% 259
2021
Q4 		$326K Sell
2,021
-72
-3% -$15.6K 0.04% 250
2021
Q3 		$532K Buy
2,093
+28
+1% +$7.19K 0.07% 181
2021
Q2 		$503K Buy
2,065
+120
+6% +$27.8K 0.07% 172
2021
Q1 		$442K Buy
1,945
+44
+2% +$10.3K 0.07% 181
2020
Q4 		$414K Buy
+1,901
New +$371K 0.07% 163

Other funds holding XYZ

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mayflower Financial Advisors's XYZ Position: Q2 2026 in Review

Mayflower Financial Advisors opened a new position in Block Inc (XYZ) in Q2 2026: 2,683 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #481 among its holdings. This is a return to the name: Mayflower Financial Advisors previously reported a position in XYZ as recently as Q1 2022.

Mayflower Financial Advisors first reported a position in XYZ in Q4 2020 and has held it in 7 quarters since. The position peaked at $532K in Q3 2021. 115 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Mayflower Financial Advisors held 2,683 shares of Block Inc worth $204K as of Q2 2026.
  • Block Inc was a new Mayflower Financial Advisors position in Q2 2026.
  • Block Inc made up 0.02% of Mayflower Financial Advisors's portfolio in Q2 2026, its #481 holding.
  • Mayflower Financial Advisors first reported a position in Block Inc in Q4 2020 and has held it in 7 quarters since.
  • Mayflower Financial Advisors's Block Inc position peaked at $532K in Q3 2021.
  • 115 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.