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Transamerica Financial Advisors’s Block Inc XYZ Stock Holding History

Transamerica Financial 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 		$19.3K Buy
254
+101
+66% +$7.1K ﹤0.01% 884
2026
Q1 		$9.21K Buy
153
+65
+74% +$3.95K ﹤0.01% 938
2025
Q4 		$5.73K Buy
88
+19
+28% +$1.31K ﹤0.01% 937
2025
Q3 		$4.99K Buy
+69
New +$5.17K ﹤0.01% 867
2023
Q1 		– Sell
-5
Closed -$1K – 718
2022
Q4 		$1K Buy
+5
New +$309 ﹤0.01% 690

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 $3.38T AUM 44.17% 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

Transamerica Financial Advisors's XYZ Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Block Inc (XYZ) stake by 66% in Q2 2026, buying an estimated $7.1K and bringing the position to 254 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Transamerica Financial Advisors first reported a position in XYZ in Q4 2022 and has held it in 5 quarters since. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Transamerica Financial Advisors held 254 shares of Block Inc worth $19.3K as of Q2 2026.
  • Transamerica Financial Advisors bought 101 Block Inc shares in Q2 2026, an estimated $7.1K.
  • Block Inc made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #884 holding.
  • Transamerica Financial Advisors first reported a position in Block Inc in Q4 2022 and has held it in 5 quarters since.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.