N.E.W. Advisory Services’s Block Inc XYZ Stock Holding History

N.E.W. Advisory Services’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	$1.37K	Hold	18	–	–	﹤0.01%	888
2026 Q1	$1.08K	Sell	18 -1	-5%	-$61	﹤0.01%	870
2025 Q4	$1.24K	Hold	19	–	–	﹤0.01%	835
2025 Q3	$1.37K	Hold	19	–	–	﹤0.01%	772
2025 Q2	$1.29K	Hold	19	–	–	﹤0.01%	774
2025 Q1	$1.03K	Buy	+19	New	+$1.42K	﹤0.01%	855
2021 Q1	–	Sell	-1,592	Closed	-$346K	–	140
2020 Q4	$346K	Buy	1,592 +25	+2%	+$4.88K	0.07%	104
2020 Q3	$255K	Buy	+1,567	New	+$221K	0.07%	80

Other funds holding XYZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

N.E.W. Advisory Services's XYZ Position: Q2 2026 in Review

N.E.W. Advisory Services held its Block Inc (XYZ) position steady in Q2 2026 at 18 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

N.E.W. Advisory Services first reported a position in XYZ in Q3 2020 and has held it in 8 quarters since. The position peaked at $346K in Q4 2020. 644 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

N.E.W. Advisory Services held 18 shares of Block Inc worth $1.37K as of Q2 2026.
N.E.W. Advisory Services left its Block Inc share count unchanged in Q2 2026.
Block Inc made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #888 holding.
N.E.W. Advisory Services first reported a position in Block Inc in Q3 2020 and has held it in 8 quarters since.
N.E.W. Advisory Services's Block Inc position peaked at $346K in Q4 2020.
644 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.