RA
XYZ

RFG Advisory’s Block Inc XYZ Stock Holding History

RFG 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 		$1.5M Buy
19,698
+16,336
+486% +$1.15M 0.02% 451
2026
Q1 		$202K Buy
+3,362
New +$204K ﹤0.01% 1006
2024
Q2 		– Sell
-10,143
Closed -$858K – 751
2024
Q1 		$858K Buy
+10,143
New +$734K 0.03% 381
2023
Q3 		– Sell
-4,423
Closed -$294K – 686
2023
Q2 		$294K Buy
4,423
+19
+0.4% +$1.19K 0.01% 530
2023
Q1 		$302K Buy
4,404
+648
+17% +$48.5K 0.01% 505
2022
Q4 		$318K Sell
3,756
-83
-2% -$5.12K 0.02% 500
2022
Q3 		$240K Buy
3,839
+11
+0.3% +$779 0.01% 548
2022
Q2 		$336K Buy
3,828
+522
+16% +$47.7K 0.02% 445
2022
Q1 		$448K Buy
3,306
+251
+8% +$30.4K 0.03% 346
2021
Q4 		$493K Buy
3,055
+712
+30% +$154K 0.03% 311
2021
Q3 		$562K Sell
2,343
-69
-3% -$17.7K 0.05% 255
2021
Q2 		$588K Buy
2,412
+249
+12% +$57.8K 0.05% 242
2021
Q1 		$491K Sell
2,163
-56
-3% -$13.1K 0.05% 254
2020
Q4 		$536K Buy
2,219
+267
+14% +$52.1K 0.07% 228
2020
Q3 		$317K Buy
1,952
+21
+1% +$2.96K 0.04% 300
2020
Q2 		$203K Buy
+1,931
New +$148K 0.03% 367
2019
Q4 		– Sell
-3,526
Closed -$218K – 387
2019
Q3 		$218K Buy
3,526
+489
+16% +$33.2K 0.04% 301
2019
Q2 		$220K Buy
+3,037
New +$212K 0.05% 284

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

RFG Advisory's XYZ Position: Q2 2026 in Review

RFG Advisory increased its Block Inc (XYZ) stake by 486% in Q2 2026, buying an estimated $1.15M and bringing the position to 19,698 shares worth $1.5M. The position accounts for 0.02% of the portfolio, ranked #451.

RFG Advisory first reported a position in XYZ in Q2 2019 and has held it in 18 quarters since. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • RFG Advisory held 19,698 shares of Block Inc worth $1.5M as of Q2 2026.
  • RFG Advisory bought 16,336 Block Inc shares in Q2 2026, an estimated $1.15M.
  • Block Inc made up 0.02% of RFG Advisory's portfolio in Q2 2026, its #451 holding.
  • RFG Advisory first reported a position in Block Inc in Q2 2019 and has held it in 18 quarters since.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.