SS
XYZ

Sunbelt Securities’s Block Inc XYZ Stock Holding History

Sunbelt Securities’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 		$150K Sell
2,493
-177
-7% -$10.8K 0.01% 719
2025
Q4 		$174K Sell
2,670
-1,650
-38% -$114K 0.01% 684
2025
Q3 		$312K Sell
4,320
-3,361
-44% -$252K 0.02% 521
2025
Q2 		$653K Sell
7,681
-125
-2% -$7.27K 0.06% 292
2025
Q1 		$424K Buy
7,806
+125
+2% +$9.33K 0.04% 364
2024
Q4 		$672K Sell
7,681
-822
-10% -$67.4K 0.06% 284
2024
Q3 		$571K Buy
8,503
+96
+1% +$6.2K 0.06% 325
2024
Q2 		$542K Buy
8,407
+753
+10% +$52.7K 0.06% 322
2024
Q1 		$647K Sell
7,654
-258
-3% -$18.7K 0.07% 258
2023
Q4 		$612K Buy
7,912
+275
+4% +$15.5K 0.08% 262
2023
Q3 		$338K Buy
7,637
+652
+9% +$40.4K 0.05% 372
2023
Q2 		$465K Buy
6,985
+363
+5% +$22.7K 0.07% 289
2023
Q1 		$454K Hold
6,622
– – 0.07% 269
2022
Q4 		$416K Buy
6,622
+300
+5% +$18.5K 0.08% 283
2022
Q3 		$348K Sell
6,322
-85
-1% -$6.02K 0.07% 299
2022
Q2 		$394K Buy
6,407
+3,248
+103% +$297K 0.08% 286
2022
Q1 		$443K Sell
3,159
-50
-2% -$6.05K 0.08% 278
2021
Q4 		$328K Sell
3,209
-1,825
-36% -$395K 0.05% 354
2021
Q3 		$1.2M Hold
5,034
– – 0.22% 123
2021
Q2 		$1.2M Buy
5,034
+89
+2% +$20.6K 0.22% 123
2021
Q1 		$1.12M Buy
4,945
+545
+12% +$127K 0.22% 122
2020
Q4 		$958K Buy
4,400
+109
+3% +$21.3K 0.2% 128
2020
Q3 		$698K Buy
4,291
+563
+15% +$79.5K 0.19% 136
2020
Q2 		$391K Sell
3,728
-5,626
-60% -$431K 0.13% 189
2020
Q1 		$490K Sell
9,354
-4,813
-34% -$329K 0.02% 228
2019
Q4 		$886K Sell
14,167
-433
-3% -$27.7K 0.09% 213
2019
Q3 		$904K Buy
14,600
+7,056
+94% +$479K 0.1% 195
2019
Q2 		$547K Buy
7,544
+4,332
+135% +$303K 0.24% 123
2019
Q1 		$241K Buy
+3,212
New +$233K 0.12% 203

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

Sunbelt Securities's XYZ Position: Q1 2026 in Review

Sunbelt Securities reduced its Block Inc (XYZ) stake by 6.6% in Q1 2026, selling an estimated $10.8K and leaving 2,493 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #719.

Sunbelt Securities first reported a position in XYZ in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.2M in Q3 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Sunbelt Securities held 2,493 shares of Block Inc worth $150K as of Q1 2026.
  • Sunbelt Securities sold 177 Block Inc shares in Q1 2026, an estimated $10.8K.
  • Block Inc made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #719 holding.
  • Sunbelt Securities first reported a position in Block Inc in Q1 2019 and has held it in 29 quarters since.
  • Sunbelt Securities's Block Inc position peaked at $1.2M in Q3 2021.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.