ViaWealth’s Block Inc XYZ Stock Holding History

ViaWealth’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	$319K	Buy	5,300 +443	+9%	+$26.9K	0.18%	131
2025 Q4	$316K	Sell	4,857 -160	-3%	-$11K	0.18%	123
2025 Q3	$363K	Sell	5,017 -1,575	-24%	-$118K	0.2%	122
2025 Q2	$448K	Buy	6,592 +475	+8%	+$27.6K	0.26%	107
2025 Q1	$332K	Buy	6,117 +900	+17%	+$67.2K	0.21%	125
2024 Q4	$443K	Sell	5,217 -525	-9%	-$43.1K	0.27%	110
2024 Q3	$385K	Buy	5,742 +75	+1%	+$4.84K	0.22%	119
2024 Q2	$365K	Sell	5,667 -275	-5%	-$19.2K	0.23%	123
2024 Q1	$503K	Sell	5,942 -250	-4%	-$18.1K	0.31%	99
2023 Q4	$479K	Hold	6,192	–	–	0.33%	101
2023 Q3	$274K	Sell	6,192 -1,375	-18%	-$85.1K	0.2%	136
2023 Q2	$504K	Sell	7,567 -1,841	-20%	-$115K	0.38%	92
2023 Q1	$646K	Sell	9,408 -750	-7%	-$56.1K	0.51%	66
2022 Q4	$702K	Buy	+10,158	New	+$627K	0.58%	59

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

ViaWealth's XYZ Position: Q1 2026 in Review

ViaWealth increased its Block Inc (XYZ) stake by 9.1% in Q1 2026, buying an estimated $26.9K and bringing the position to 5,300 shares worth $319K. The position accounts for 0.18% of the portfolio, ranked #131.

ViaWealth first reported a position in XYZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $702K in Q4 2022. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

ViaWealth held 5,300 shares of Block Inc worth $319K as of Q1 2026.
ViaWealth bought 443 Block Inc shares in Q1 2026, an estimated $26.9K.
Block Inc made up 0.18% of ViaWealth's portfolio in Q1 2026, its #131 holding.
ViaWealth first reported a position in Block Inc in Q4 2022 and has held it in 14 quarters since.
ViaWealth's Block Inc position peaked at $702K in Q4 2022.
986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.