New England Capital Financial Advisors’s Block Inc XYZ Stock Holding History

New England Capital Financial 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	$12.3K	Hold	162	–	–	﹤0.01%	253
2026 Q1	$9.75K	Hold	162	–	–	﹤0.01%	258
2025 Q4	$10.5K	Hold	162	–	–	﹤0.01%	255
2025 Q3	$11.7K	Hold	162	–	–	0.01%	242
2025 Q2	$11K	Hold	162	–	–	0.01%	241
2025 Q1	$8.8K	Hold	162	–	–	﹤0.01%	243
2024 Q4	$13.8K	Hold	162	–	–	0.01%	208
2024 Q3	$10.9K	Sell	162 -77	-32%	-$4.97K	0.01%	224
2024 Q2	$15.4K	Hold	239	–	–	0.01%	199
2024 Q1	$20.2K	Hold	239	–	–	0.01%	174
2023 Q4	$18.5K	Sell	239 -26	-10%	-$1.47K	0.01%	183
2023 Q3	$11.7K	Buy	265 +80	+43%	+$4.95K	0.01%	216
2023 Q2	$12.3K	Hold	185	–	–	0.01%	212
2023 Q1	$12.7K	Hold	185	–	–	0.01%	231
2022 Q4	$14.1K	Buy	+185	New	+$11.4K	0.01%	225

Other funds holding XYZ

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

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

New England Capital Financial Advisors's XYZ Position: Q2 2026 in Review

New England Capital Financial Advisors held its Block Inc (XYZ) position steady in Q2 2026 at 162 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

New England Capital Financial Advisors first reported a position in XYZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $20.2K in Q1 2024. 413 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

New England Capital Financial Advisors held 162 shares of Block Inc worth $12.3K as of Q2 2026.
New England Capital Financial Advisors left its Block Inc share count unchanged in Q2 2026.
Block Inc made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #253 holding.
New England Capital Financial Advisors first reported a position in Block Inc in Q4 2022 and has held it in 15 quarters since.
New England Capital Financial Advisors's Block Inc position peaked at $20.2K in Q1 2024.
413 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.