TPWA
XYZ

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
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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Twin Peaks Wealth Advisors's XYZ Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Block Inc (XYZ) in Q1 2026: 470 shares worth $28.3K. The stake represents 0.01% of the portfolio and ranks #595 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in XYZ as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in XYZ in Q1 2024 and has held it in 3 quarters since. The position peaked at $203K in Q1 2024. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Twin Peaks Wealth Advisors held 470 shares of Block Inc worth $28.3K as of Q1 2026.
  • Block Inc was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Block Inc made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #595 holding.
  • Twin Peaks Wealth Advisors first reported a position in Block Inc in Q1 2024 and has held it in 3 quarters since.
  • Twin Peaks Wealth Advisors's Block Inc position peaked at $203K in Q1 2024.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.