Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$28.1K Sell
370
-3,682
-91% -$259K ﹤0.01% 806
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

MCF Advisors's XYZ Position: Q2 2026 in Review

MCF Advisors reduced its Block Inc (XYZ) stake by 91% in Q2 2026, selling an estimated $259K and leaving 370 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

MCF Advisors first reported a position in XYZ in Q1 2018 and has held it in 33 quarters since. The position peaked at $344K in Q4 2024. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • MCF Advisors held 370 shares of Block Inc worth $28.1K as of Q2 2026.
  • MCF Advisors sold 3,682 Block Inc shares in Q2 2026, an estimated $259K.
  • Block Inc made up ﹤0.01% of MCF Advisors's portfolio in Q2 2026, its #806 holding.
  • MCF Advisors first reported a position in Block Inc in Q1 2018 and has held it in 33 quarters since.
  • MCF Advisors's Block Inc position peaked at $344K in Q4 2024.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.