V
XYZ

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
Q2 		$394K Sell
5,180
-120
-2% -$8.44K 0.2% 124
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

ViaWealth's XYZ Position: Q2 2026 in Review

ViaWealth reduced its Block Inc (XYZ) stake by 2.3% in Q2 2026, selling an estimated $8.44K and leaving 5,180 shares worth $394K. The position accounts for 0.2% of the portfolio, ranked #124.

ViaWealth first reported a position in XYZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $702K in Q4 2022. 1,081 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • ViaWealth held 5,180 shares of Block Inc worth $394K as of Q2 2026.
  • ViaWealth sold 120 Block Inc shares in Q2 2026, an estimated $8.44K.
  • Block Inc made up 0.2% of ViaWealth's portfolio in Q2 2026, its #124 holding.
  • ViaWealth first reported a position in Block Inc in Q4 2022 and has held it in 15 quarters since.
  • ViaWealth's Block Inc position peaked at $702K in Q4 2022.
  • 1,081 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.