MA
XYZ

MBA Advisors’s Block Inc XYZ Stock Holding History

MBA 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 		– Sell
-3,179
Closed -$207K – 150
2025
Q4 		$207K Sell
3,179
-3,111
-49% -$215K 0.08% 134
2025
Q3 		$455K Buy
6,290
+1,111
+21% +$83.2K 0.19% 90
2025
Q2 		$352K Sell
5,179
-883
-15% -$51.4K 0.16% 99
2025
Q1 		$329K Sell
6,062
-80
-1% -$5.97K 0.16% 102
2024
Q4 		$522K Buy
+6,142
New +$504K 0.26% 78

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

MBA Advisors's XYZ Position: Q1 2026 in Review

MBA Advisors sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 3,179 shares — an estimated $207K sold.

MBA Advisors first reported a position in XYZ in Q4 2024 and held it in 5 quarters. The position peaked at $522K in Q4 2024. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • MBA Advisors reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • MBA Advisors sold 3,179 Block Inc shares in Q1 2026, an estimated $207K.
  • MBA Advisors first reported a position in Block Inc in Q4 2024 and held it in 5 quarters.
  • MBA Advisors's Block Inc position peaked at $522K in Q4 2024.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.