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Twin Peaks Wealth Advisors’s Block Inc XYZ Stock Holding History

Twin Peaks Wealth 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 		– Sell
-470
Closed -$28.3K – 2337
2026
Q1 		$28.3K Buy
+470
New +$28.6K 0.01% 595
2025
Q3 		– Sell
-207
Closed -$15.4K – 2259
2025
Q2 		$15.4K Buy
+207
New +$12K 0.01% 712
2024
Q2 		– Sell
-2,406
Closed -$203K – 137
2024
Q1 		$203K Buy
+2,406
New +$174K 0.11% 123

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

Twin Peaks Wealth Advisors's XYZ Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 470 shares — an estimated $28.3K sold.

Twin Peaks Wealth Advisors first reported a position in XYZ in Q1 2024 and held it in 3 quarters. The position peaked at $203K in Q1 2024. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 470 Block Inc shares in Q2 2026, an estimated $28.3K.
  • Twin Peaks Wealth Advisors first reported a position in Block Inc in Q1 2024 and held it in 3 quarters.
  • Twin Peaks Wealth Advisors's Block Inc position peaked at $203K in Q1 2024.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.