PWA
XYZ

Principia Wealth Advisory’s Block Inc XYZ Stock Holding History

Principia Wealth Advisory’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 		$2.74K Buy
36
+4
+13% +$281 ﹤0.01% 504
2026
Q1 		$1.93K Buy
32
+1
+3% +$61 ﹤0.01% 532
2025
Q4 		$2.02K Buy
31
+5
+19% +$345 ﹤0.01% 465
2025
Q3 		$1.88K Buy
26
+3
+13% +$225 ﹤0.01% 448
2025
Q2 		$1.56K Buy
23
+19
+475% +$1.1K ﹤0.01% 443
2025
Q1 		$224 Sell
4
-8
-67% -$597 ﹤0.01% 766
2024
Q4 		$1.02K Buy
+12
New +$984 ﹤0.01% 362

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

Principia Wealth Advisory's XYZ Position: Q2 2026 in Review

Principia Wealth Advisory increased its Block Inc (XYZ) stake by 13% in Q2 2026, buying an estimated $281 and bringing the position to 36 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Principia Wealth Advisory first reported a position in XYZ in Q4 2024 and has held it in 7 quarters since. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Principia Wealth Advisory held 36 shares of Block Inc worth $2.74K as of Q2 2026.
  • Principia Wealth Advisory bought 4 Block Inc shares in Q2 2026, an estimated $281.
  • Block Inc made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #504 holding.
  • Principia Wealth Advisory first reported a position in Block Inc in Q4 2024 and has held it in 7 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.