SAI
XYZ

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
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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Savvy Advisors Inc's XYZ Position: Q1 2026 in Review

Savvy Advisors Inc increased its Block Inc (XYZ) stake by 30% in Q1 2026, buying an estimated $64.4K and bringing the position to 4,643 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #906.

Savvy Advisors Inc first reported a position in XYZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $282K in Q3 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Savvy Advisors Inc held 4,643 shares of Block Inc worth $279K as of Q1 2026.
  • Savvy Advisors Inc bought 1,059 Block Inc shares in Q1 2026, an estimated $64.4K.
  • Block Inc made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #906 holding.
  • Savvy Advisors Inc first reported a position in Block Inc in Q3 2025 and has held it in 3 quarters since.
  • Savvy Advisors Inc's Block Inc position peaked at $282K in Q3 2025.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.