SCA
XYZ

Snowden Capital Advisors’s Block Inc XYZ Stock Holding History

Snowden Capital 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
Q1 		$307K Sell
5,099
-30
-0.6% -$1.82K 0.01% 1019
2025
Q4 		$334K Sell
5,129
-1,655
-24% -$114K 0.01% 1007
2025
Q3 		$490K Sell
6,784
-838
-11% -$62.7K 0.01% 787
2025
Q2 		$518K Sell
7,622
-78
-1% -$4.54K 0.02% 747
2025
Q1 		$418K Sell
7,700
-395
-5% -$29.5K 0.01% 827
2024
Q4 		$688K Buy
8,095
+218
+3% +$17.9K 0.02% 642
2024
Q3 		$529K Sell
7,877
-1,423
-15% -$91.9K 0.02% 747
2024
Q2 		$600K Sell
9,300
-1,777
-16% -$124K 0.02% 666
2024
Q1 		$937K Buy
11,077
+2,111
+24% +$153K 0.03% 519
2023
Q4 		$694K Sell
8,966
-3,839
-30% -$217K 0.03% 552
2023
Q3 		$567K Sell
12,805
-4,618
-27% -$286K 0.02% 595
2023
Q2 		$1.16M Buy
17,423
+2,333
+15% +$146K 0.04% 419
2023
Q1 		$1.04M Buy
15,090
+329
+2% +$24.6K 0.04% 448
2022
Q4 		$928K Sell
14,761
-198
-1% -$12.2K 0.04% 465
2022
Q3 		$822K Sell
14,959
-1,020
-6% -$72.2K 0.04% 470
2022
Q2 		$982K Buy
15,979
+2,146
+16% +$196K 0.04% 420
2022
Q1 		$1.88M Buy
13,833
+6,626
+92% +$802K 0.08% 285
2021
Q4 		$1.16M Sell
7,207
-39,164
-84% -$8.49M 0.06% 308
2021
Q3 		$11.1M Buy
46,371
+4,276
+10% +$1.1M 0.55% 23
2021
Q2 		$10.3M Buy
42,095
+3,761
+10% +$872K 0.51% 28
2021
Q1 		$8.7M Buy
38,334
+1,121
+3% +$262K 0.5% 31
2020
Q4 		$8.1M Buy
37,213
+696
+2% +$136K 0.53% 35
2020
Q3 		$5.94M Buy
36,517
+3,898
+12% +$550K 0.48% 52
2020
Q2 		$3.42M Sell
32,619
-1,738
-5% -$133K 0.29% 103
2020
Q1 		$1.8M Buy
34,357
+1,134
+3% +$77.6K 0.2% 164
2019
Q4 		$2.08M Buy
33,223
+5,434
+20% +$347K 0.18% 162
2019
Q3 		$1.72M Buy
27,789
+557
+2% +$37.8K 0.17% 176
2019
Q2 		$1.98M Buy
+27,232
New +$1.9M 0.2% 167

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

Snowden Capital Advisors's XYZ Position: Q1 2026 in Review

Snowden Capital Advisors reduced its Block Inc (XYZ) stake by 0.58% in Q1 2026, selling an estimated $1.82K and leaving 5,099 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #1019.

Snowden Capital Advisors first reported a position in XYZ in Q2 2019 and has held it in 28 quarters since. The position peaked at $11.1M in Q3 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Snowden Capital Advisors held 5,099 shares of Block Inc worth $307K as of Q1 2026.
  • Snowden Capital Advisors sold 30 Block Inc shares in Q1 2026, an estimated $1.82K.
  • Block Inc made up 0.01% of Snowden Capital Advisors's portfolio in Q1 2026, its #1019 holding.
  • Snowden Capital Advisors first reported a position in Block Inc in Q2 2019 and has held it in 28 quarters since.
  • Snowden Capital Advisors's Block Inc position peaked at $11.1M in Q3 2021.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.