SPIA
XYZ

Steward Partners Investment Advisory’s Block Inc XYZ Stock Holding History

Steward Partners Investment Advisory’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 		$1.22M Sell
20,295
-6,496
-24% -$395K 0.01% 1052
2025
Q4 		$1.74M Buy
26,791
+9,327
+53% +$643K 0.01% 838
2025
Q3 		$1.26M Sell
17,464
-1,990
-10% -$149K 0.01% 957
2025
Q2 		$1.32M Sell
19,454
-182,308
-90% -$10.6M 0.01% 875
2025
Q1 		$11M Buy
201,762
+182,622
+954% +$13.6M 0.1% 213
2024
Q4 		$1.63M Buy
19,140
+703
+4% +$57.7K 0.01% 701
2024
Q3 		$1.24M Sell
18,437
-921
-5% -$59.5K 0.01% 783
2024
Q2 		$1.25M Buy
19,358
+1,789
+10% +$125K 0.01% 736
2024
Q1 		$1.49M Sell
17,569
-563
-3% -$40.7K 0.02% 670
2023
Q4 		$1.4M Sell
18,132
-171
-0.9% -$9.67K 0.02% 612
2023
Q3 		$810K Sell
18,303
-5,829
-24% -$361K 0.01% 751
2023
Q2 		$1.61M Sell
24,132
-993
-4% -$62K 0.02% 543
2023
Q1 		$1.72M Sell
25,125
-1,841
-7% -$138K 0.03% 507
2022
Q4 		$1.69M Buy
26,966
+340
+1% +$21K 0.03% 505
2022
Q3 		$1.46M Sell
26,626
-1,748
-6% -$124K 0.03% 520
2022
Q2 		$1.74M Sell
28,374
-4,605
-14% -$421K 0.03% 471
2022
Q1 		$4.47M Sell
32,979
-10,173
-24% -$1.23M 0.07% 284
2021
Q4 		$6.97M Sell
43,152
-3,299
-7% -$715K 0.11% 207
2021
Q3 		$11.1M Buy
46,451
+14,638
+46% +$3.76M 0.19% 128
2021
Q2 		$7.76M Buy
31,813
+2,126
+7% +$493K 0.13% 170
2021
Q1 		$6.74M Buy
29,687
+3,581
+14% +$838K 0.12% 181
2020
Q4 		$5.68M Buy
26,106
+1,078
+4% +$210K 0.12% 175
2020
Q3 		$4.07M Buy
25,028
+376
+2% +$53.1K 0.1% 212
2020
Q2 		$2.59M Buy
24,652
+404
+2% +$30.9K 0.07% 256
2020
Q1 		$1.27M Buy
24,248
+1,198
+5% +$81.9K 0.05% 332
2019
Q4 		$1.44M Sell
23,050
-2,447
-10% -$156K 0.04% 362
2019
Q3 		$1.58M Buy
25,497
+1,104
+5% +$75K 0.05% 315
2019
Q2 		$1.77M Sell
24,393
-441
-2% -$30.8K 0.06% 280
2019
Q1 		$1.86M Buy
24,834
+377
+2% +$27.3K 0.08% 247
2018
Q4 		$1.37M Sell
24,457
-421
-2% -$29.7K 0.07% 282
2018
Q3 		$2.46M Sell
24,878
-227
-0.9% -$17.5K 0.12% 193
2018
Q2 		$1.55M Buy
25,105
+1,655
+7% +$91K 0.09% 228
2018
Q1 		$1.15M Sell
23,450
-205
-0.9% -$9.41K 0.08% 245
2017
Q4 		$820K Buy
23,655
+21,733
+1,131% +$796K 0.06% 267
2017
Q3 		$55K Sell
1,922
-528
-22% -$13.8K 0.01% 671
2017
Q2 		$57K Sell
2,450
-64
-3% -$1.32K 0.01% 599
2017
Q1 		$43K Hold
2,514
– – 0.01% 589
2016
Q4 		$34K Buy
+2,514
New +$31.3K 0.02% 378

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

Steward Partners Investment Advisory's XYZ Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Block Inc (XYZ) stake by 24% in Q1 2026, selling an estimated $395K and leaving 20,295 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #1052.

Steward Partners Investment Advisory first reported a position in XYZ in Q4 2016 and has held it in 38 quarters since. The position peaked at $11.1M in Q3 2021. 987 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Steward Partners Investment Advisory held 20,295 shares of Block Inc worth $1.22M as of Q1 2026.
  • Steward Partners Investment Advisory sold 6,496 Block Inc shares in Q1 2026, an estimated $395K.
  • Block Inc made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1052 holding.
  • Steward Partners Investment Advisory first reported a position in Block Inc in Q4 2016 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's Block Inc position peaked at $11.1M in Q3 2021.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.