SIA
XYZ

Soltis Investment Advisors’s Block Inc XYZ Stock Holding History

Soltis Investment 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 		$225K Buy
3,742
+409
+12% +$24.9K 0.01% 520
2025
Q4 		$217K Sell
3,333
-1
-0% -$69 0.01% 488
2025
Q3 		$241K Buy
3,334
+317
+11% +$23.7K 0.02% 421
2025
Q2 		$205K Buy
+3,017
New +$176K 0.02% 380
2025
Q1 		– Sell
-2,836
Closed -$241K – 402
2024
Q4 		$241K Buy
+2,836
New +$233K 0.02% 325

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

Soltis Investment Advisors's XYZ Position: Q1 2026 in Review

Soltis Investment Advisors increased its Block Inc (XYZ) stake by 12% in Q1 2026, buying an estimated $24.9K and bringing the position to 3,742 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #520.

Soltis Investment Advisors first reported a position in XYZ in Q4 2024 and has held it in 5 quarters since. The position peaked at $241K in Q4 2024. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Soltis Investment Advisors held 3,742 shares of Block Inc worth $225K as of Q1 2026.
  • Soltis Investment Advisors bought 409 Block Inc shares in Q1 2026, an estimated $24.9K.
  • Block Inc made up 0.01% of Soltis Investment Advisors's portfolio in Q1 2026, its #520 holding.
  • Soltis Investment Advisors first reported a position in Block Inc in Q4 2024 and has held it in 5 quarters since.
  • Soltis Investment Advisors's Block Inc position peaked at $241K in Q4 2024.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.