WI
XYZ

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
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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WBI Investments's XYZ Position: Q1 2026 in Review

WBI Investments opened a new position in Block Inc (XYZ) in Q1 2026: 4,060 shares worth $244K. The stake represents 0.07% of the portfolio and ranks #262 among its holdings. This is a return to the name: WBI Investments previously reported a position in XYZ as recently as Q1 2024.

WBI Investments first reported a position in XYZ in Q1 2024 and has held it in 2 quarters since. The position peaked at $349K in Q1 2024. 987 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • WBI Investments held 4,060 shares of Block Inc worth $244K as of Q1 2026.
  • Block Inc was a new WBI Investments position in Q1 2026.
  • Block Inc made up 0.07% of WBI Investments's portfolio in Q1 2026, its #262 holding.
  • WBI Investments first reported a position in Block Inc in Q1 2024 and has held it in 2 quarters since.
  • WBI Investments's Block Inc position peaked at $349K in Q1 2024.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

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