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Transcend Capital Advisors’s Block Inc XYZ Stock Holding History

Transcend Capital 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 		$248K Buy
+3,258
New +$229K 0.02% 698
2024
Q4 		– Sell
-3,246
Closed -$218K – 647
2024
Q3 		$218K Sell
3,246
-368
-10% -$23.8K 0.01% 557
2024
Q2 		$233K Sell
3,614
-168
-4% -$11.8K 0.02% 517
2024
Q1 		$320K Buy
3,782
+17
+0.5% +$1.23K 0.03% 401
2023
Q4 		$291K Buy
+3,765
New +$213K 0.03% 400
2023
Q2 		– Sell
-4,873
Closed -$335K – 518
2023
Q1 		$335K Sell
4,873
-103
-2% -$7.71K 0.03% 345
2022
Q4 		$313K Sell
4,976
-183
-4% -$11.3K 0.03% 356
2022
Q3 		$284K Sell
5,159
-3,773
-42% -$267K 0.03% 372
2022
Q2 		$549K Buy
8,932
+2,750
+44% +$251K 0.06% 288
2022
Q1 		$838K Buy
6,182
+3,277
+113% +$397K 0.07% 243
2021
Q4 		$469K Buy
2,905
+1,684
+138% +$365K 0.04% 310
2021
Q3 		$322K Sell
1,221
-18
-1% -$4.62K 0.03% 362
2021
Q2 		$302K Sell
1,239
-341
-22% -$79.1K 0.04% 259
2021
Q1 		$360K Sell
1,580
-137
-8% -$32K 0.04% 286
2020
Q4 		$374K Buy
1,717
+340
+25% +$66.3K 0.05% 264
2020
Q3 		$224K Buy
+1,377
New +$194K 0.04% 231

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

Transcend Capital Advisors's XYZ Position: Q2 2026 in Review

Transcend Capital Advisors opened a new position in Block Inc (XYZ) in Q2 2026: 3,258 shares worth $248K. The stake represents 0.02% of the portfolio and ranks #698 among its holdings. This is a return to the name: Transcend Capital Advisors previously reported a position in XYZ as recently as Q3 2024.

Transcend Capital Advisors first reported a position in XYZ in Q3 2020 and has held it in 16 quarters since. The position peaked at $838K in Q1 2022. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Transcend Capital Advisors held 3,258 shares of Block Inc worth $248K as of Q2 2026.
  • Block Inc was a new Transcend Capital Advisors position in Q2 2026.
  • Block Inc made up 0.02% of Transcend Capital Advisors's portfolio in Q2 2026, its #698 holding.
  • Transcend Capital Advisors first reported a position in Block Inc in Q3 2020 and has held it in 16 quarters since.
  • Transcend Capital Advisors's Block Inc position peaked at $838K in Q1 2022.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.