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Vestmark Advisory Solutions, Inc.

SEC CIK
0001736982
Latest filing
Aug 14, 2026

XYZ holding history

Block, Inc. in every 13F filed by Vestmark Advisory Solutions, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

XYZ overviewAll 13F holders of XYZFull Q2 2026 holdings

Shares (Q2 2026)
60,101
Value
$4.57M
% of portfolio
<0.1%
Quarters held
17
Since Q1 2021
Holdings of XYZ by Vestmark Advisory Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202660,101$4.57M<0.1%+8,658+16.8%AddedHolders
Q1 202651,443$3.10M<0.1%−367−0.7%ReducedHolders
Q4 202551,810$3.37M<0.1%+13,735+36.1%AddedHolders
Q3 202538,075$2.75M0.1%−37,793−49.8%ReducedHolders
Q2 202575,868$5.15M0.1%+32,309+74.2%AddedHolders
Q1 202543,559$2.37M0.1%−95,240−68.6%ReducedHolders
Q4 2024138,799$11.8M0.4%+12,894+10.2%AddedHolders
Q3 2024125,905$8.45M0.3%−51,946−29.2%ReducedHolders
Q2 2024177,851$11.5M0.5%−100,572−36.1%ReducedHolders
Q1 2024278,423$23.5M1.0%+50,946+22.4%AddedHolders
Q4 2023227,477$17.6M0.9%+227,477NewHolders
Q3 20220$00.0%−12,045−100.0%Sold outHolders
Q2 202212,045$740.0K<0.1%+426+3.7%AddedHolders
Q1 202211,619$1.58M0.1%+2,077+21.8%AddedHolders
Q4 20219,542$1.54M0.1%+1,287+15.6%AddedHolders
Q3 20218,255$1.98M0.1%+782+10.5%AddedHolders
Q2 20217,473$1.82M0.1%−616−7.6%ReducedHolders
Q1 20218,089$1.84M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.