NAAA
XYZ

New Age Alpha Advisors’s Block Inc XYZ Stock Holding History

New Age Alpha 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 		$1.5M Buy
19,755
+2,032
+11% +$143K 0.06% 365
2026
Q1 		$1.07M Buy
+17,723
New +$1.08M 0.05% 400

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

New Age Alpha Advisors's XYZ Position: Q2 2026 in Review

New Age Alpha Advisors increased its Block Inc (XYZ) stake by 11% in Q2 2026, buying an estimated $143K and bringing the position to 19,755 shares worth $1.5M. The position accounts for 0.06% of the portfolio, ranked #365.

New Age Alpha Advisors first reported a position in XYZ in Q1 2026 and has held it in 2 quarters since. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • New Age Alpha Advisors held 19,755 shares of Block Inc worth $1.5M as of Q2 2026.
  • New Age Alpha Advisors bought 2,032 Block Inc shares in Q2 2026, an estimated $143K.
  • Block Inc made up 0.06% of New Age Alpha Advisors's portfolio in Q2 2026, its #365 holding.
  • New Age Alpha Advisors first reported a position in Block Inc in Q1 2026 and has held it in 2 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.