POIA
XYZ

Pin Oak Investment Advisors’s Block Inc XYZ Stock Holding History

Pin Oak Investment 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 		$12K Buy
158
+3
+2% +$211 0.01% 370
2026
Q1 		$9K Hold
155
– – 0.01% 381
2025
Q4 		$9K Hold
155
– – 0.01% 393
2025
Q3 		$11.2K Buy
+155
New +$11.6K 0.01% 360
2021
Q1 		– Sell
-56
Closed -$12K – 439
2020
Q4 		$12K Buy
+56
New +$10.9K 0.01% 321
2019
Q4 		– Sell
-60
Closed -$4K – 420
2019
Q3 		$4K Hold
60
– – ﹤0.01% 384
2019
Q2 		$4K Buy
+60
New +$4.19K ﹤0.01% 428

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

Pin Oak Investment Advisors's XYZ Position: Q2 2026 in Review

Pin Oak Investment Advisors increased its Block Inc (XYZ) stake by 1.9% in Q2 2026, buying an estimated $211 and bringing the position to 158 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #370.

Pin Oak Investment Advisors first reported a position in XYZ in Q2 2019 and has held it in 7 quarters since. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Pin Oak Investment Advisors held 158 shares of Block Inc worth $12K as of Q2 2026.
  • Pin Oak Investment Advisors bought 3 Block Inc shares in Q2 2026, an estimated $211.
  • Block Inc made up 0.01% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #370 holding.
  • Pin Oak Investment Advisors first reported a position in Block Inc in Q2 2019 and has held it in 7 quarters since.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.