Toth Financial Advisory’s Block Inc XYZ Stock Holding History

Toth Financial 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
2023 Q4	–	Hold	0	–	-$4.43K	–	808
2023 Q3	–	Hold	0	–	–	–	547

Other funds holding XYZ

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Toth Financial Advisory's XYZ Position: Q1 2026 in Review

Toth Financial Advisory sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 5 shares — an estimated $326 sold.

Toth Financial Advisory first reported a position in XYZ in Q4 2017 and held it in 28 quarters. The position peaked at $620K in Q4 2024. 987 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

Toth Financial Advisory reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
Toth Financial Advisory sold 5 Block Inc shares in Q1 2026, an estimated $326.
Toth Financial Advisory first reported a position in Block Inc in Q4 2017 and held it in 28 quarters.
Toth Financial Advisory's Block Inc position peaked at $620K in Q4 2024.
987 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Toth Financial Advisory's 13F filing for Q1 2026, filed 16 Apr 2026.