United Capital Financial Advisors’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $958K | Buy |
15,919
+3,895
| +32% | +$237K | 0.01% | 774 |
|
|
2025
Q4 | $783K | Buy |
12,024
+999
| +9% | +$68.9K | ﹤0.01% | 815 |
|
|
2025
Q3 | $797K | Buy |
11,025
+2,108
| +24% | +$158K | 0.01% | 715 |
|
|
2025
Q2 | $606K | Buy |
8,917
+200
| +2% | +$11.6K | ﹤0.01% | 731 |
|
|
2025
Q1 | $474K | Buy |
8,717
+469
| +6% | +$35K | ﹤0.01% | 762 |
|
|
2024
Q4 | $701K | Sell |
8,248
-206
| -2% | -$16.9K | 0.01% | 641 |
|
|
2024
Q3 | $568K | Buy |
8,454
+339
| +4% | +$21.9K | ﹤0.01% | 699 |
|
|
2024
Q2 | $523K | Sell |
8,115
-891
| -10% | -$62.3K | ﹤0.01% | 702 |
|
|
2024
Q1 | $762K | Buy |
9,006
+726
| +9% | +$52.5K | 0.01% | 632 |
|
|
2023
Q4 | $640K | Buy |
+8,280
| New | +$468K | 0.01% | 666 |
|
|
2023
Q3 | – | Sell |
-4,665
| Closed | -$311K | – | 910 |
|
|
2023
Q2 | $311K | Sell |
4,665
-1,424
| -23% | -$89K | ﹤0.01% | 762 |
|
|
2023
Q1 | $418K | Sell |
6,089
-3,956
| -39% | -$296K | ﹤0.01% | 758 |
|
|
2022
Q4 | $631K | Sell |
10,045
-2,299
| -19% | -$142K | ﹤0.01% | 720 |
|
|
2022
Q3 | $679K | Sell |
12,344
-1,550
| -11% | -$110K | ﹤0.01% | 692 |
|
|
2022
Q2 | $854K | Sell |
13,894
-2,128
| -13% | -$194K | ﹤0.01% | 662 |
|
|
2022
Q1 | $2.17M | Sell |
16,022
-25,700
| -62% | -$3.11M | 0.01% | 498 |
|
|
2021
Q4 | $6.74M | Buy |
41,722
+306
| +0.7% | +$66.3K | 0.03% | 330 |
|
|
2021
Q3 | $9.93M | Sell |
41,416
-799
| -2% | -$205K | 0.05% | 276 |
|
|
2021
Q2 | $10.3M | Buy |
42,215
+7,376
| +21% | +$1.71M | 0.05% | 267 |
|
|
2021
Q1 | $7.91M | Buy |
34,839
+4,244
| +14% | +$993K | 0.04% | 288 |
|
|
2020
Q4 | $6.66M | Buy |
30,595
+9,405
| +44% | +$1.83M | 0.04% | 306 |
|
|
2020
Q3 | $3.44M | Sell |
21,190
-12,668
| -37% | -$1.79M | 0.02% | 399 |
|
|
2020
Q2 | $3.55M | Sell |
33,858
-1,509
| -4% | -$116K | 0.03% | 417 |
|
|
2020
Q1 | $1.85M | Sell |
35,367
-3,484
| -9% | -$238K | 0.02% | 509 |
|
|
2019
Q4 | $2.43M | Buy |
38,851
+827
| +2% | +$52.8K | 0.02% | 565 |
|
|
2019
Q3 | $2.36M | Sell |
38,024
-1,780
| -4% | -$121K | 0.02% | 559 |
|
|
2019
Q2 | $2.89M | Sell |
39,804
-33,622
| -46% | -$2.35M | 0.02% | 524 |
|
|
2019
Q1 | $5.5M | Buy |
73,426
+47,051
| +178% | +$3.41M | 0.04% | 396 |
|
|
2018
Q4 | $1.48M | Buy |
26,375
+2,483
| +10% | +$175K | 0.01% | 626 |
|
|
2018
Q3 | $2.37M | Buy |
23,892
+2,104
| +10% | +$162K | 0.02% | 569 |
|
|
2018
Q2 | $1.34M | Buy |
21,788
+15,851
| +267% | +$872K | 0.01% | 686 |
|
|
2018
Q1 | $292K | Sell |
5,937
-4,566
| -43% | -$210K | ﹤0.01% | 1103 |
|
|
2017
Q4 | $364K | Buy |
+10,503
| New | +$385K | ﹤0.01% | 1049 |
|
Other funds holding XYZ
VCM
VPM
United Capital Financial Advisors's XYZ Position: Q1 2026 in Review
United Capital Financial Advisors increased its Block Inc (XYZ) stake by 32% in Q1 2026, buying an estimated $237K and bringing the position to 15,919 shares worth $958K. The position accounts for 0.01% of the portfolio, ranked #774.
United Capital Financial Advisors first reported a position in XYZ in Q4 2017 and has held it in 33 quarters since. The position peaked at $10.3M in Q2 2021. 987 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.
- United Capital Financial Advisors held 15,919 shares of Block Inc worth $958K as of Q1 2026.
- United Capital Financial Advisors bought 3,895 Block Inc shares in Q1 2026, an estimated $237K.
- Block Inc made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #774 holding.
- United Capital Financial Advisors first reported a position in Block Inc in Q4 2017 and has held it in 33 quarters since.
- United Capital Financial Advisors's Block Inc position peaked at $10.3M in Q2 2021.
- 987 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.