SFS
XYZ

Sowell Financial Services’s Block Inc XYZ Stock Holding History

Sowell Financial Services’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 		$274K Sell
3,600
-177
-5% -$12.4K 0.01% 915
2026
Q1 		$227K Sell
3,777
-270
-7% -$16.4K 0.01% 963
2025
Q4 		$263K Sell
4,047
-799
-16% -$55.1K 0.01% 881
2025
Q3 		$350K Sell
4,846
-7,560
-61% -$566K 0.01% 763
2025
Q2 		$843K Sell
12,406
-590
-5% -$34.3K 0.03% 460
2025
Q1 		$706K Buy
12,996
+1,195
+10% +$89.2K 0.03% 496
2024
Q4 		$1M Buy
+11,801
New +$968K 0.05% 310
2023
Q2 		– Sell
-4,302
Closed -$295K – 851
2023
Q1 		$295K Buy
+4,302
New +$322K 0.02% 562
2021
Q2 		– Sell
-6,006
Closed -$1.34M – 2837
2021
Q1 		$1.34M Sell
6,006
-803
-12% -$188K 0.05% 334
2020
Q4 		$1.48M Sell
6,809
-168
-2% -$32.8K 0.06% 253
2020
Q3 		$1.13M Buy
6,977
+2,029
+41% +$286K 0.06% 271
2020
Q2 		$519K Buy
4,948
+1,720
+53% +$132K 0.03% 443
2020
Q1 		$169K Sell
3,228
-2,380
-42% -$163K 0.01% 698
2019
Q4 		$351K Buy
5,608
+3,567
+175% +$228K 0.03% 554
2019
Q3 		$126K Buy
+2,041
New +$139K 0.01% 770
2017
Q1 		– Sell
-15
Closed – – 579
2016
Q4 		$0 Buy
+15
New +$187 ﹤0.01% 649

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 $3.37T AUM 44.26% 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

Sowell Financial Services's XYZ Position: Q2 2026 in Review

Sowell Financial Services reduced its Block Inc (XYZ) stake by 4.7% in Q2 2026, selling an estimated $12.4K and leaving 3,600 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #915.

Sowell Financial Services first reported a position in XYZ in Q4 2016 and has held it in 16 quarters since. The position peaked at $1.48M in Q4 2020. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Sowell Financial Services held 3,600 shares of Block Inc worth $274K as of Q2 2026.
  • Sowell Financial Services sold 177 Block Inc shares in Q2 2026, an estimated $12.4K.
  • Block Inc made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #915 holding.
  • Sowell Financial Services first reported a position in Block Inc in Q4 2016 and has held it in 16 quarters since.
  • Sowell Financial Services's Block Inc position peaked at $1.48M in Q4 2020.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.