SLWA
XYZ

San Luis Wealth Advisors’s Block Inc XYZ Stock Holding History

San Luis Wealth 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 		– Sell
-66,950
Closed -$4.03M – 203
2026
Q1 		$4.03M Buy
66,950
+8,075
+14% +$491K 0.67% 44
2025
Q4 		$3.83M Buy
58,875
+2,968
+5% +$205K 0.64% 45
2025
Q3 		$4.04M Sell
55,907
-125
-0.2% -$9.36K 0.73% 40
2025
Q2 		$3.71M Buy
+56,032
New +$3.26M 0.8% 37
2022
Q2 		– Sell
-310
Closed -$50K – 436
2022
Q1 		$50K Buy
+310
New +$37.5K 0.02% 239
2021
Q4 		– Sell
-1,508
Closed -$362K – 166
2021
Q3 		$362K Buy
+1,508
New +$387K 0.2% 102

Other funds holding XYZ

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

San Luis Wealth Advisors's XYZ Position: Q2 2026 in Review

San Luis Wealth Advisors sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 66,950 shares — an estimated $4.03M sold.

San Luis Wealth Advisors first reported a position in XYZ in Q3 2021 and held it in 6 quarters. The position peaked at $4.04M in Q3 2025. 124 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • San Luis Wealth Advisors reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
  • San Luis Wealth Advisors sold 66,950 Block Inc shares in Q2 2026, an estimated $4.03M.
  • San Luis Wealth Advisors first reported a position in Block Inc in Q3 2021 and held it in 6 quarters.
  • San Luis Wealth Advisors's Block Inc position peaked at $4.04M in Q3 2025.
  • 124 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.