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
2021
Q3 		– Sell
-100
Closed -$24K – 357
2021
Q2 		$24K Buy
+100
New +$23.2K ﹤0.01% 324

Other funds holding XYZ

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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. 361 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.
  • 361 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.