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Savvy Advisors Inc’s Block Inc XYZ Stock Holding History

Savvy Advisors Inc’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 		$463K Buy
6,092
+1,449
+31% +$102K 0.01% 816
2026
Q1 		$279K Buy
4,643
+1,059
+30% +$64.4K 0.01% 906
2025
Q4 		$233K Sell
3,584
-313
-8% -$21.6K 0.01% 884
2025
Q3 		$282K Buy
+3,897
New +$292K 0.01% 642

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's XYZ Position: Q2 2026 in Review

Savvy Advisors Inc increased its Block Inc (XYZ) stake by 31% in Q2 2026, buying an estimated $102K and bringing the position to 6,092 shares worth $463K. The position accounts for 0.01% of the portfolio, ranked #816.

Savvy Advisors Inc first reported a position in XYZ in Q3 2025 and has held it in 4 quarters since. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Savvy Advisors Inc held 6,092 shares of Block Inc worth $463K as of Q2 2026.
  • Savvy Advisors Inc bought 1,449 Block Inc shares in Q2 2026, an estimated $102K.
  • Block Inc made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #816 holding.
  • Savvy Advisors Inc first reported a position in Block Inc in Q3 2025 and has held it in 4 quarters since.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.