Wedbush Securities’s Block Inc XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$282K Sell
4,692
-1,442
-24% -$87.7K 0.01% 939
2025
Q4
$399K Sell
6,134
-2,562
-29% -$177K 0.01% 756
2025
Q3
$628K Sell
8,696
-7,066
-45% -$529K 0.02% 576
2025
Q2
$1.07M Buy
15,762
+1,628
+12% +$94.7K 0.04% 404
2025
Q1
$768K Sell
14,134
-574
-4% -$42.8K 0.03% 463
2024
Q4
$1.25M Buy
14,708
+1,581
+12% +$130K 0.04% 313
2024
Q3
$881K Sell
13,127
-2,967
-18% -$192K 0.03% 407
2024
Q2
$1.04M Sell
16,094
-6,396
-28% -$447K 0.04% 367
2024
Q1
$1.9M Buy
22,490
+6,773
+43% +$490K 0.07% 220
2023
Q4
$1.22M Sell
15,717
-2,318
-13% -$131K 0.05% 283
2023
Q3
$798K Sell
18,035
-2,397
-12% -$148K 0.04% 366
2023
Q2
$1.36M Sell
20,432
-910
-4% -$56.9K 0.06% 239
2023
Q1
$1.47M Sell
21,342
-1,756
-8% -$131K 0.07% 217
2022
Q4
$1.45M Sell
23,098
-1,778
-7% -$110K 0.08% 210
2022
Q3
$1.37M Sell
24,876
-9,221
-27% -$653K 0.08% 208
2022
Q2
$2.1M Sell
34,097
-4,306
-11% -$393K 0.11% 136
2022
Q1
$5.21M Sell
38,403
-7,057
-16% -$854K 0.24% 60
2021
Q4
$7.34M Buy
45,460
+6,055
+15% +$1.31M 0.32% 46
2021
Q3
$9.45M Buy
39,405
+967
+3% +$248K 0.45% 35
2021
Q2
$9.37M Buy
38,438
+8,806
+30% +$2.04M 0.44% 35
2021
Q1
$6.73M Buy
29,632
+9,963
+51% +$2.33M 0.37% 38
2020
Q4
$4.28M Sell
19,669
-612
-3% -$119K 0.38% 48
2020
Q3
$3.3M Sell
20,281
-1,400
-6% -$198K 0.32% 63
2020
Q2
$2.27M Buy
21,681
+2,285
+12% +$175K 0.22% 104
2020
Q1
$1.02M Sell
19,396
-3,610
-16% -$247K 0.12% 172
2019
Q4
$1.44M Sell
23,006
-3,740
-14% -$239K 0.13% 180
2019
Q3
$1.66M Buy
26,746
+867
+3% +$58.9K 0.16% 147
2019
Q2
$1.88M Sell
25,879
-727
-3% -$50.8K 0.19% 122
2019
Q1
$1.99M Sell
26,606
-3,271
-11% -$237K 0.21% 110
2018
Q4
$1.68M Buy
29,877
+757
+3% +$53.5K 0.21% 113
2018
Q3
$2.88M Buy
29,120
+2,099
+8% +$162K 0.33% 56
2018
Q2
$1.67M Buy
27,021
+6,205
+30% +$341K 0.21% 102
2018
Q1
$1.02M Buy
20,816
+6,000
+40% +$275K 0.13% 183
2017
Q4
$514K Buy
14,816
+4,675
+46% +$171K 0.06% 381
2017
Q3
$292K Buy
10,141
+1,030
+11% +$27K 0.04% 565
2017
Q2
$214K Buy
+9,111
New +$188K 0.03% 682

Other funds holding XYZ

Wedbush Securities's XYZ Position: Q1 2026 in Review

Wedbush Securities reduced its Block Inc (XYZ) stake by 24% in Q1 2026, selling an estimated $87.7K and leaving 4,692 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #939.

Wedbush Securities first reported a position in XYZ in Q2 2017 and has held it in 36 quarters since. The position peaked at $9.45M in Q3 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Wedbush Securities held 4,692 shares of Block Inc worth $282K as of Q1 2026.
  • Wedbush Securities sold 1,442 Block Inc shares in Q1 2026, an estimated $87.7K.
  • Block Inc made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #939 holding.
  • Wedbush Securities first reported a position in Block Inc in Q2 2017 and has held it in 36 quarters since.
  • Wedbush Securities's Block Inc position peaked at $9.45M in Q3 2021.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.