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
2022
Q4 		– Sell
-3,200
Closed -$176K – 615
2022
Q3 		$176K Buy
3,200
+1,500
+88% +$106K 0.01% 451
2022
Q2 		$104K Sell
1,700
-4,400
-72% -$402K 0.01% 458
2022
Q1 		$828K Buy
6,100
+4,700
+336% +$569K 0.04% 231
2021
Q4 		$226K Buy
1,400
+600
+75% +$130K 0.01% 487
2021
Q3 		$192K Sell
800
-400
-33% -$103K 0.01% 506
2021
Q2 		$292K Buy
1,200
+100
+9% +$23.2K 0.02% 361
2021
Q1 		$250K Buy
+1,100
New +$257K 0.01% 391

Other funds holding XYZ

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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. 288 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.
  • 288 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.