VFA
XYZ

Valeo Financial Advisors’s Block Inc XYZ Stock Holding History

Valeo Financial 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 		$237K Buy
+3,122
New +$219K 0.01% 701
2025
Q2 		– Sell
-5,264
Closed -$286K – 826
2025
Q1 		$286K Buy
5,264
+1,877
+55% +$140K 0.01% 542
2024
Q4 		$288K Buy
3,387
+348
+11% +$28.5K 0.01% 553
2024
Q3 		$204K Sell
3,039
-682
-18% -$44.1K 0.01% 652
2024
Q2 		$240K Sell
3,721
-59
-2% -$4.13K 0.01% 562
2024
Q1 		$280K Sell
3,780
-63
-2% -$4.56K 0.01% 525
2023
Q4 		$297K Buy
+3,843
New +$217K 0.01% 490
2023
Q3 		– Sell
-3,871
Closed -$258K – 683
2023
Q2 		$258K Sell
3,871
-2,128
-35% -$133K 0.01% 466
2023
Q1 		$412K Buy
5,999
+576
+11% +$43.1K 0.02% 371
2022
Q4 		$341K Buy
5,423
+1,881
+53% +$116K 0.02% 355
2022
Q3 		$195K Sell
3,542
-167
-5% -$11.8K 0.01% 447
2022
Q2 		$228K Sell
3,709
-700
-16% -$64K 0.01% 417
2022
Q1 		$598K Buy
4,409
+1,408
+47% +$170K 0.03% 290
2021
Q4 		$485K Buy
3,001
+161
+6% +$34.9K 0.03% 315
2021
Q3 		$681K Buy
2,840
+130
+5% +$33.4K 0.04% 238
2021
Q2 		$661K Buy
2,710
+426
+19% +$98.8K 0.04% 216
2021
Q1 		$519K Buy
2,284
+56
+3% +$13.1K 0.02% 269
2020
Q4 		$485K Buy
2,228
+862
+63% +$168K 0.02% 255
2020
Q3 		$222K Sell
1,366
-2,154
-61% -$304K 0.02% 307
2020
Q2 		$369K Sell
3,520
-313
-8% -$24K 0.03% 223
2020
Q1 		$226K Buy
3,833
+339
+10% +$23.2K 0.02% 275
2019
Q4 		$219K Buy
3,494
+387
+12% +$24.7K 0.02% 307
2019
Q3 		$192K Buy
3,107
+1,897
+157% +$129K 0.02% 309
2019
Q2 		$88K Buy
1,210
+865
+251% +$60.4K 0.01% 457
2019
Q1 		$26K Hold
345
– – ﹤0.01% 708
2018
Q4 		$19K Buy
345
+20
+6% +$1.41K ﹤0.01% 727
2018
Q3 		$23K Sell
325
-7
-2% -$540 ﹤0.01% 742
2018
Q2 		$24K Buy
332
+49
+17% +$2.69K ﹤0.01% 716
2018
Q1 		$14K Buy
+283
New +$13K ﹤0.01% 844

Other funds holding XYZ

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Valeo Financial Advisors's XYZ Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Block Inc (XYZ) in Q2 2026: 3,122 shares worth $237K. The stake represents 0.01% of the portfolio and ranks #701 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in XYZ as recently as Q1 2025.

Valeo Financial Advisors first reported a position in XYZ in Q1 2018 and has held it in 29 quarters since. The position peaked at $681K in Q3 2021. 113 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Valeo Financial Advisors held 3,122 shares of Block Inc worth $237K as of Q2 2026.
  • Block Inc was a new Valeo Financial Advisors position in Q2 2026.
  • Block Inc made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #701 holding.
  • Valeo Financial Advisors first reported a position in Block Inc in Q1 2018 and has held it in 29 quarters since.
  • Valeo Financial Advisors's Block Inc position peaked at $681K in Q3 2021.
  • 113 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.