WPA
XYZ

West Paces Advisors’s Block Inc XYZ Stock Holding History

West Paces Advisors’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 		$2.28K Buy
+30
New +$2.11K ﹤0.01% 568
2025
Q2 		– Sell
-30
Closed -$1.63K – 585
2025
Q1 		$1.63K Hold
30
– – ﹤0.01% 456
2024
Q4 		$2.55K Hold
30
– – ﹤0.01% 423
2024
Q3 		$2.01K Hold
30
– – ﹤0.01% 440
2024
Q2 		$1.94K Buy
+30
New +$2.1K ﹤0.01% 444

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

West Paces Advisors's XYZ Position: Q2 2026 in Review

West Paces Advisors opened a new position in Block Inc (XYZ) in Q2 2026: 30 shares worth $2.28K. The stake represents ﹤0.01% of the portfolio and ranks #568 among its holdings. This is a return to the name: West Paces Advisors previously reported a position in XYZ as recently as Q1 2025.

West Paces Advisors first reported a position in XYZ in Q2 2024 and has held it in 5 quarters since. The position peaked at $2.55K in Q4 2024. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • West Paces Advisors held 30 shares of Block Inc worth $2.28K as of Q2 2026.
  • Block Inc was a new West Paces Advisors position in Q2 2026.
  • Block Inc made up ﹤0.01% of West Paces Advisors's portfolio in Q2 2026, its #568 holding.
  • West Paces Advisors first reported a position in Block Inc in Q2 2024 and has held it in 5 quarters since.
  • West Paces Advisors's Block Inc position peaked at $2.55K in Q4 2024.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.