MCF Advisors’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $244K | Hold |
4,052
| – | – | 0.01% | 366 |
|
|
2025
Q4 | $264K | Buy |
4,052
+4
| +0.1% | +$276 | 0.01% | 264 |
|
|
2025
Q3 | $293K | Hold |
4,048
| – | – | 0.02% | 204 |
|
|
2025
Q2 | $275K | Hold |
4,048
| – | – | 0.02% | 199 |
|
|
2025
Q1 | $220K | Hold |
4,048
| – | – | 0.02% | 217 |
|
|
2024
Q4 | $344K | Buy |
4,048
+50
| +1% | +$4.1K | 0.02% | 181 |
|
|
2024
Q3 | $268K | Hold |
3,998
| – | – | 0.02% | 202 |
|
|
2024
Q2 | $258K | Sell |
3,998
-6
| -0.1% | -$420 | 0.02% | 203 |
|
|
2024
Q1 | $339K | Buy |
4,004
+9
| +0.2% | +$651 | 0.03% | 172 |
|
|
2023
Q4 | $309K | Sell |
3,995
-68
| -2% | -$3.85K | 0.03% | 180 |
|
|
2023
Q3 | $180K | Hold |
4,063
| – | – | 0.02% | 225 |
|
|
2023
Q2 | $270K | Hold |
4,063
| – | – | 0.02% | 188 |
|
|
2023
Q1 | $279K | Hold |
4,063
| – | – | 0.03% | 179 |
|
|
2022
Q4 | $255K | Hold |
4,063
| – | – | 0.03% | 183 |
|
|
2022
Q3 | $223K | Hold |
4,063
| – | – | 0.02% | 187 |
|
|
2022
Q2 | $250K | Buy |
4,063
+3,980
| +4,795% | +$364K | 0.03% | 166 |
|
|
2022
Q1 | $11K | Buy |
+83
| New | +$10K | ﹤0.01% | 518 |
|
|
2021
Q4 | – | Sell |
-115
| Closed | -$28K | – | 720 |
|
|
2021
Q3 | $28K | Hold |
115
| – | – | ﹤0.01% | 373 |
|
|
2021
Q2 | $28K | Hold |
115
| – | – | ﹤0.01% | 355 |
|
|
2021
Q1 | $26K | Hold |
115
| – | – | ﹤0.01% | 339 |
|
|
2020
Q4 | $25K | Hold |
115
| – | – | ﹤0.01% | 318 |
|
|
2020
Q3 | $19K | Buy |
115
+35
| +44% | +$4.94K | ﹤0.01% | 327 |
|
|
2020
Q2 | $8K | Hold |
80
| – | – | ﹤0.01% | 391 |
|
|
2020
Q1 | $4K | Hold |
80
| – | – | ﹤0.01% | 416 |
|
|
2019
Q4 | $5K | Hold |
80
| – | – | ﹤0.01% | 397 |
|
|
2019
Q3 | $5K | Hold |
80
| – | – | ﹤0.01% | 394 |
|
|
2019
Q2 | $6K | Hold |
80
| – | – | ﹤0.01% | 379 |
|
|
2019
Q1 | $6K | Hold |
80
| – | – | ﹤0.01% | 373 |
|
|
2018
Q4 | $4K | Hold |
80
| – | – | ﹤0.01% | 407 |
|
|
2018
Q3 | $8K | Hold |
80
| – | – | ﹤0.01% | 368 |
|
|
2018
Q2 | $5K | Hold |
80
| – | – | ﹤0.01% | 381 |
|
|
2018
Q1 | $4K | Buy |
+80
| New | +$3.67K | ﹤0.01% | 393 |
|
Other funds holding XYZ
VCM
VPM
MCF Advisors's XYZ Position: Q1 2026 in Review
MCF Advisors held its Block Inc (XYZ) position steady in Q1 2026 at 4,052 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #366.
MCF Advisors first reported a position in XYZ in Q1 2018 and has held it in 32 quarters since. The position peaked at $344K in Q4 2024. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.
- MCF Advisors held 4,052 shares of Block Inc worth $244K as of Q1 2026.
- MCF Advisors left its Block Inc share count unchanged in Q1 2026.
- Block Inc made up 0.01% of MCF Advisors's portfolio in Q1 2026, its #366 holding.
- MCF Advisors first reported a position in Block Inc in Q1 2018 and has held it in 32 quarters since.
- MCF Advisors's Block Inc position peaked at $344K in Q4 2024.
- 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.
Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.