TGIA
XYZ

Torrey Growth & Income Advisors’s Block Inc XYZ Stock Holding History

Torrey Growth & Income 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
Q2 		$482K Sell
6,320
-6,500
-51% -$457K 0.16% 67
2026
Q1 		$755K Sell
12,820
-100
-0.8% -$6.08K 0.32% 50
2025
Q4 		$841K Buy
12,920
+1,715
+15% +$118K 0.29% 49
2025
Q3 		$810K Buy
+11,205
New +$839K 0.24% 54

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

Torrey Growth & Income Advisors's XYZ Position: Q2 2026 in Review

Torrey Growth & Income Advisors reduced its Block Inc (XYZ) stake by 51% in Q2 2026, selling an estimated $457K and leaving 6,320 shares worth $482K. The position accounts for 0.16% of the portfolio, ranked #67.

Torrey Growth & Income Advisors first reported a position in XYZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $841K in Q4 2025. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Torrey Growth & Income Advisors held 6,320 shares of Block Inc worth $482K as of Q2 2026.
  • Torrey Growth & Income Advisors sold 6,500 Block Inc shares in Q2 2026, an estimated $457K.
  • Block Inc made up 0.16% of Torrey Growth & Income Advisors's portfolio in Q2 2026, its #67 holding.
  • Torrey Growth & Income Advisors first reported a position in Block Inc in Q3 2025 and has held it in 4 quarters since.
  • Torrey Growth & Income Advisors's Block Inc position peaked at $841K in Q4 2025.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Torrey Growth & Income Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.