PIA
XYZ

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
Q2 		$420K Hold
5,527
– – 0.13% 88
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

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

Powell Investment Advisors's XYZ Position: Q2 2026 in Review

Powell Investment Advisors held its Block Inc (XYZ) position steady in Q2 2026 at 5,527 shares worth $420K. The position accounts for 0.13% of the portfolio, ranked #88.

Powell Investment Advisors first reported a position in XYZ in Q4 2023 and has held it in 9 quarters since. 1,081 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Powell Investment Advisors held 5,527 shares of Block Inc worth $420K as of Q2 2026.
  • Powell Investment Advisors left its Block Inc share count unchanged in Q2 2026.
  • Block Inc made up 0.13% of Powell Investment Advisors's portfolio in Q2 2026, its #88 holding.
  • Powell Investment Advisors first reported a position in Block Inc in Q4 2023 and has held it in 9 quarters since.
  • 1,081 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.