Private Advisor Group’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.35M | Sell |
22,425
-1,390
| -6% | -$84.5K | 0.01% | 1237 |
|
|
2025
Q4 | $1.55M | Sell |
23,815
-21,837
| -48% | -$1.51M | 0.01% | 1151 |
|
|
2025
Q3 | $3.3M | Sell |
45,652
-6,457
| -12% | -$483K | 0.02% | 795 |
|
|
2025
Q2 | $3.54M | Buy |
52,109
+20,835
| +67% | +$1.21M | 0.02% | 711 |
|
|
2025
Q1 | $1.7M | Sell |
31,274
-3,755
| -11% | -$280K | 0.01% | 974 |
|
|
2024
Q4 | $2.98M | Buy |
35,029
+3,773
| +12% | +$310K | 0.02% | 714 |
|
|
2024
Q3 | $2.1M | Sell |
31,256
-1,779
| -5% | -$115K | 0.01% | 856 |
|
|
2024
Q2 | $2.13M | Sell |
33,035
-34
| -0.1% | -$2.38K | 0.01% | 809 |
|
|
2024
Q1 | $2.8M | Sell |
33,069
-4,112
| -11% | -$297K | 0.02% | 663 |
|
|
2023
Q4 | $2.88M | Buy |
37,181
+975
| +3% | +$55.1K | 0.02% | 622 |
|
|
2023
Q3 | $1.6M | Sell |
36,206
-10,667
| -23% | -$661K | 0.01% | 805 |
|
|
2023
Q2 | $3.16M | Sell |
46,873
-1,163
| -2% | -$72.7K | 0.03% | 546 |
|
|
2023
Q1 | $3.3M | Sell |
48,036
-4,684
| -9% | -$351K | 0.03% | 512 |
|
|
2022
Q4 | $250K | Buy |
52,720
+2,229
| +4% | +$138K | 0.01% | 820 |
|
|
2022
Q3 | $2.78M | Sell |
50,491
-1,854
| -4% | -$131K | 0.03% | 517 |
|
|
2022
Q2 | $3.22M | Sell |
52,345
-6,225
| -11% | -$569K | 0.03% | 560 |
|
|
2022
Q1 | $7.94M | Sell |
58,570
-10,713
| -15% | -$1.3M | 0.06% | 300 |
|
|
2021
Q4 | $11.2M | Sell |
69,283
-7,093
| -9% | -$1.54M | 0.08% | 235 |
|
|
2021
Q3 | $18.3M | Buy |
76,376
+20,549
| +37% | +$5.28M | 0.12% | 176 |
|
|
2021
Q2 | $13.6M | Sell |
55,827
-11,433
| -17% | -$2.65M | 0.12% | 179 |
|
|
2021
Q1 | $15.3M | Sell |
67,260
-5,948
| -8% | -$1.39M | 0.15% | 146 |
|
|
2020
Q4 | $15.9M | Buy |
73,208
+19,503
| +36% | +$3.8M | 0.17% | 128 |
|
|
2020
Q3 | $8.08M | Buy |
53,705
+3,057
| +6% | +$432K | 0.11% | 197 |
|
|
2020
Q2 | $5.32M | Buy |
50,648
+23,126
| +84% | +$1.77M | 0.07% | 253 |
|
|
2020
Q1 | $1.44M | Sell |
27,522
-1,477
| -5% | -$101K | 0.03% | 538 |
|
|
2019
Q4 | $1.81M | Sell |
28,999
-6,835
| -19% | -$437K | 0.03% | 569 |
|
|
2019
Q3 | $2.22M | Buy |
35,834
+5,029
| +16% | +$342K | 0.03% | 510 |
|
|
2019
Q2 | $2.23M | Sell |
30,805
-3,206
| -9% | -$224K | 0.04% | 448 |
|
|
2019
Q1 | $2.55M | Buy |
34,011
+599
| +2% | +$43.4K | 0.05% | 368 |
|
|
2018
Q4 | $1.87M | Buy |
33,412
+209
| +0.6% | +$14.8K | 0.05% | 403 |
|
|
2018
Q3 | $3.29M | Buy |
33,203
+28,485
| +604% | +$2.2M | 0.07% | 286 |
|
|
2018
Q2 | $297K | Sell |
4,718
-16,683
| -78% | -$918K | ﹤0.01% | 988 |
|
|
2018
Q1 | $1.05M | Buy |
+21,401
| New | +$982K | 0.04% | 401 |
|
|
2017
Q4 | – | Sell |
-8,576
| Closed | -$266K | – | 1431 |
|
|
2017
Q3 | $266K | Buy |
+8,576
| New | +$224K | 0.01% | 1210 |
|
Other funds holding XYZ
VCM
VPM
Private Advisor Group's XYZ Position: Q1 2026 in Review
Private Advisor Group reduced its Block Inc (XYZ) stake by 5.8% in Q1 2026, selling an estimated $84.5K and leaving 22,425 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #1237.
Private Advisor Group first reported a position in XYZ in Q3 2017 and has held it in 34 quarters since. The position peaked at $18.3M in Q3 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.
- Private Advisor Group held 22,425 shares of Block Inc worth $1.35M as of Q1 2026.
- Private Advisor Group sold 1,390 Block Inc shares in Q1 2026, an estimated $84.5K.
- Block Inc made up 0.01% of Private Advisor Group's portfolio in Q1 2026, its #1237 holding.
- Private Advisor Group first reported a position in Block Inc in Q3 2017 and has held it in 34 quarters since.
- Private Advisor Group's Block Inc position peaked at $18.3M in Q3 2021.
- 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.
Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.