Powell Investment Advisors’s Block Inc XYZ Stock Holding History

Powell 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 Q1	$333K	Hold	5,527	–	–	0.11%	105
2025 Q4	$360K	Sell	5,527 -36	-0.6%	-$2.48K	0.12%	99
2025 Q3	$402K	Hold	5,563	–	–	0.14%	91
2025 Q2	$378K	Buy	+5,563	New	+$324K	0.14%	91
2025 Q1	–	Sell	-3,063	Closed	-$260K	–	164
2024 Q4	$260K	Hold	3,063	–	–	0.12%	105
2024 Q3	$206K	Buy	+3,063	New	+$198K	0.1%	118
2024 Q2	–	Sell	-3,097	Closed	-$262K	–	160
2024 Q1	$262K	Hold	3,097	–	–	0.14%	90
2023 Q4	$240K	Buy	+3,097	New	+$175K	0.13%	96

Other funds holding XYZ

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Powell Investment Advisors's XYZ Position: Q1 2026 in Review

Powell Investment Advisors held its Block Inc (XYZ) position steady in Q1 2026 at 5,527 shares worth $333K. The position accounts for 0.11% of the portfolio, ranked #105.

Powell Investment Advisors first reported a position in XYZ in Q4 2023 and has held it in 8 quarters since. The position peaked at $402K in Q3 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

Powell Investment Advisors held 5,527 shares of Block Inc worth $333K as of Q1 2026.
Powell Investment Advisors left its Block Inc share count unchanged in Q1 2026.
Block Inc made up 0.11% of Powell Investment Advisors's portfolio in Q1 2026, its #105 holding.
Powell Investment Advisors first reported a position in Block Inc in Q4 2023 and has held it in 8 quarters since.
Powell Investment Advisors's Block Inc position peaked at $402K in Q3 2025.
986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Powell Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.