U.S. Capital Wealth Advisors’s Block Inc XYZ Stock Holding History

U.S. Capital 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	$1.18M	Buy	19,608 +4,139	+27%	+$252K	0.03%	469
2025 Q4	$1.01M	Sell	15,469 -928	-6%	-$64K	0.03%	487
2025 Q3	$1.19M	Sell	16,397 -741	-4%	-$55.5K	0.03%	439
2025 Q2	$1.16M	Sell	17,138 -177	-1%	-$10.3K	0.03%	397
2025 Q1	$941K	Buy	+17,315	New	+$1.29M	0.03%	438
2023 Q1	–	Sell	-2,028	Closed	-$127K	–	1566
2022 Q4	$127K	Buy	+2,028	New	+$125K	0.01%	693
2022 Q3	–	Sell	-3,296	Closed	-$203K	–	698
2022 Q2	$203K	Buy	3,296 +375	+13%	+$34.3K	0.01%	626
2022 Q1	$396K	Sell	2,921 -570	-16%	-$69K	0.01%	553
2021 Q4	$564K	Buy	3,491 +59	+2%	+$12.8K	0.02%	492
2021 Q3	$823K	Buy	+3,432	New	+$882K	0.04%	420

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

U.S. Capital Wealth Advisors's XYZ Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Block Inc (XYZ) stake by 27% in Q1 2026, buying an estimated $252K and bringing the position to 19,608 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #469.

U.S. Capital Wealth Advisors first reported a position in XYZ in Q3 2021 and has held it in 10 quarters since. The position peaked at $1.19M in Q3 2025. 987 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

U.S. Capital Wealth Advisors held 19,608 shares of Block Inc worth $1.18M as of Q1 2026.
U.S. Capital Wealth Advisors bought 4,139 Block Inc shares in Q1 2026, an estimated $252K.
Block Inc made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #469 holding.
U.S. Capital Wealth Advisors first reported a position in Block Inc in Q3 2021 and has held it in 10 quarters since.
U.S. Capital Wealth Advisors's Block Inc position peaked at $1.19M in Q3 2025.
987 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.