WBI Investments’s Block Inc XYZ Stock Holding History

WBI Investments’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	–	Sell	-4,060	Closed	-$244K	–	380
2026 Q1	$244K	Buy	+4,060	New	+$247K	0.07%	262
2024 Q2	–	Sell	-4,121	Closed	-$349K	–	239
2024 Q1	$349K	Buy	+4,121	New	+$298K	0.07%	158

Other funds holding XYZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

WBI Investments's XYZ Position: Q2 2026 in Review

WBI Investments sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 4,060 shares — an estimated $244K sold.

WBI Investments first reported a position in XYZ in Q1 2024 and held it in 2 quarters. The position peaked at $349K in Q1 2024. 1,081 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

WBI Investments reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
WBI Investments sold 4,060 Block Inc shares in Q2 2026, an estimated $244K.
WBI Investments first reported a position in Block Inc in Q1 2024 and held it in 2 quarters.
WBI Investments's Block Inc position peaked at $349K in Q1 2024.
1,081 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

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