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Sequoia Financial Advisors’s Block Inc XYZ Stock Holding History

Sequoia Financial 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 		$1.2M Buy
15,836
+857
+6% +$60.2K 0.01% 858
2026
Q1 		$901K Buy
14,979
+1,563
+12% +$95K 0.01% 941
2025
Q4 		$873K Buy
13,416
+2,320
+21% +$160K ﹤0.01% 959
2025
Q3 		$802K Buy
11,096
+2,127
+24% +$159K ﹤0.01% 896
2025
Q2 		$609K Buy
8,969
+1,582
+21% +$92K ﹤0.01% 907
2025
Q1 		$401K Sell
7,387
-1,732
-19% -$129K ﹤0.01% 946
2024
Q4 		$775K Buy
9,119
+797
+10% +$65.4K 0.01% 662
2024
Q3 		$559K Buy
8,322
+1,089
+15% +$70.3K 0.01% 711
2024
Q2 		$466K Sell
7,233
-444
-6% -$31.1K 0.01% 716
2024
Q1 		$649K Sell
7,677
-5,913
-44% -$428K 0.01% 601
2023
Q4 		$1.05M Buy
+13,590
New +$768K 0.01% 511
2023
Q3 		– Sell
-7,093
Closed -$472K – 1018
2023
Q2 		$472K Buy
7,093
+118
+2% +$7.37K 0.01% 540
2023
Q1 		$479K Buy
6,975
+707
+11% +$52.9K 0.01% 469
2022
Q4 		$394K Buy
+6,268
New +$387K 0.01% 503
2022
Q2 		– Sell
-2,970
Closed -$403K – 696
2022
Q1 		$403K Buy
2,970
+897
+43% +$109K 0.01% 409
2021
Q4 		$335K Buy
+2,073
New +$449K 0.01% 414
2021
Q3 		– Sell
-1,521
Closed -$371K – 475
2021
Q2 		$371K Buy
1,521
+328
+27% +$76.1K 0.01% 330
2021
Q1 		$271K Buy
1,193
+49
+4% +$11.5K 0.01% 361
2020
Q4 		$249K Buy
+1,144
New +$223K 0.01% 353
2018
Q4 		– Sell
-2,254
Closed -$223K – 336
2018
Q3 		$223K Buy
+2,254
New +$174K 0.02% 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 $3.38T 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

Sequoia Financial Advisors's XYZ Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Block Inc (XYZ) stake by 5.7% in Q2 2026, buying an estimated $60.2K and bringing the position to 15,836 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #858.

Sequoia Financial Advisors first reported a position in XYZ in Q3 2018 and has held it in 20 quarters since. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Sequoia Financial Advisors held 15,836 shares of Block Inc worth $1.2M as of Q2 2026.
  • Sequoia Financial Advisors bought 857 Block Inc shares in Q2 2026, an estimated $60.2K.
  • Block Inc made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #858 holding.
  • Sequoia Financial Advisors first reported a position in Block Inc in Q3 2018 and has held it in 20 quarters since.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.