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
Q2 		$247K Buy
+3,255
New +$229K 0.08% 137
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

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

MBA Advisors's XYZ Position: Q2 2026 in Review

MBA Advisors opened a new position in Block Inc (XYZ) in Q2 2026: 3,255 shares worth $247K. The stake represents 0.08% of the portfolio and ranks #137 among its holdings. This is a return to the name: MBA Advisors previously reported a position in XYZ as recently as Q4 2025.

MBA Advisors first reported a position in XYZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $522K in Q4 2024. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • MBA Advisors held 3,255 shares of Block Inc worth $247K as of Q2 2026.
  • Block Inc was a new MBA Advisors position in Q2 2026.
  • Block Inc made up 0.08% of MBA Advisors's portfolio in Q2 2026, its #137 holding.
  • MBA Advisors first reported a position in Block Inc in Q4 2024 and has held it in 6 quarters since.
  • MBA Advisors's Block Inc position peaked at $522K in Q4 2024.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.