NFG
XYZ

Nations Financial Group’s Block Inc XYZ Stock Holding History

Nations Financial Group’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 		$555K Sell
7,302
-575
-7% -$40.4K 0.03% 519
2026
Q1 		$474K Sell
7,877
-40
-0.5% -$2.43K 0.02% 554
2025
Q4 		$515K Sell
7,917
-5,990
-43% -$413K 0.03% 520
2025
Q3 		$1.01M Sell
13,907
-520
-4% -$38.9K 0.06% 320
2025
Q2 		$980K Sell
14,427
-30
-0.2% -$1.75K 0.07% 295
2025
Q1 		$785K Buy
14,457
+81
+0.6% +$6.05K 0.06% 323
2024
Q4 		$1.22M Buy
14,376
+6,632
+86% +$544K 0.09% 241
2024
Q3 		$520K Buy
7,744
+145
+2% +$9.37K 0.04% 426
2024
Q2 		$490K Buy
7,599
+70
+0.9% +$4.9K 0.04% 409
2024
Q1 		$637K Buy
+7,529
New +$545K 0.05% 356
2022
Q1 		– Sell
-1,631
Closed -$263K – 567
2021
Q4 		$263K Sell
1,631
-1,155
-41% -$250K 0.03% 419
2021
Q3 		$668K Buy
2,786
+740
+36% +$190K 0.1% 223
2021
Q2 		$499K Sell
2,046
-250
-11% -$58K 0.08% 255
2021
Q1 		$521K Buy
2,296
+705
+44% +$165K 0.12% 215
2020
Q4 		$346K Buy
1,591
+85
+6% +$16.6K 0.09% 243
2020
Q3 		$245K Buy
+1,506
New +$213K 0.08% 251
2020
Q2 		– Sell
-10,858
Closed -$569K – 283
2020
Q1 		$569K Buy
10,858
+123
+1% +$8.41K 0.24% 129
2019
Q4 		$672K Buy
+10,735
New +$686K 0.23% 137
2018
Q3 		– Sell
-5,300
Closed -$327K – 175
2018
Q2 		$327K Buy
+5,300
New +$292K 0.27% 107

Other funds holding XYZ

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Nations Financial Group's XYZ Position: Q2 2026 in Review

Nations Financial Group reduced its Block Inc (XYZ) stake by 7.3% in Q2 2026, selling an estimated $40.4K and leaving 7,302 shares worth $555K. The position accounts for 0.03% of the portfolio, ranked #519.

Nations Financial Group first reported a position in XYZ in Q2 2018 and has held it in 19 quarters since. The position peaked at $1.22M in Q4 2024. 259 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Nations Financial Group held 7,302 shares of Block Inc worth $555K as of Q2 2026.
  • Nations Financial Group sold 575 Block Inc shares in Q2 2026, an estimated $40.4K.
  • Block Inc made up 0.03% of Nations Financial Group's portfolio in Q2 2026, its #519 holding.
  • Nations Financial Group first reported a position in Block Inc in Q2 2018 and has held it in 19 quarters since.
  • Nations Financial Group's Block Inc position peaked at $1.22M in Q4 2024.
  • 259 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.