Block, Inc.
AT ˙ WBAG ˙ US8522341036
€ 61,60 ↑1,40 (2,33%)
2026-06-04
AKTIENPREIS
SecurityAT:SQU / Block, Inc.
InstitutionAaron Wealth Advisors LLC
Latest Disclosed Ownership14,742 shares
Latest Disclosed Value $ 887,174
Aaron Wealth Advisors LLC reports 108.22% increase in ownership of SQU / Block, Inc.

On April 21, 2026 - Aaron Wealth Advisors LLC filed a 13F-HR form disclosing ownership of 14,742 shares of Block, Inc. (AT:SQU) valued at $748,009 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 7,080 shares of Block, Inc.. This represents a change in shares of 108.22% during the quarter. The current value of the position is $908,107 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-04-21 2026-03-31 13F BLOCK CL A 852234103 14,742 7,662 108.22 887 92.83 0.0504
2026-01-21 2025-12-31 13F BLOCK CL A 852234103 7,080 -597 -7.78 461 -16.97 0.0252
2025-10-03 2025-09-30 13F BLOCK CL A 852234103 7,677 2,072 36.97 555 45.79 0.0329
2025-07-09 2025-06-30 13F BLOCK CL A 852234103 5,605 389 7.46 381 34.28 0.0389
2025-04-28 2025-03-31 13F BLOCK CL A 852234103 5,216 -481 -8.44 283 -41.53 0.0325
2025-01-15 2024-12-31 13F BLOCK CL A 852234103 5,697 253 4.65 484 32.60 0.0562
2024-10-17 2024-09-30 13F BLOCK CL A 852234103 5,444 490 9.89 365 14.42 0.0435
2024-07-22 2024-06-30 13F BLOCK CL A 852234103 4,954 123 2.55 319 -21.81 0.0443
2024-04-25 2024-03-31 13F BLOCK CL A 852234103 4,831 157 3.36 409 13.02 0.0586
2024-01-26 2023-12-31 13F BLOCK CL A 852234103 4,674 4,674 362 0.0600
2023-10-19 2023-09-30 13F BLOCK CL A 852234103 0 -4,239 -100.00 0 -100.00
2023-07-26 2023-06-30 13F BLOCK CL A 852234103 4,239 -900 -17.51 282 -19.89 0.0367
2023-05-02 2023-03-31 13F BLOCK CL A 852234103 5,139 -180 -3.38 353 5.39 0.0485
2023-01-24 2022-12-31 13F BLOCK CL A 852234103 5,319 -15,913 -74.95 334 -71.40 0.0488
2022-10-21 2022-09-30 13F Square CL A 852234103 21,232 16,290 329.62 1,168 285.48 0.2154
2022-07-22 2022-06-30 13F BLOCK CL A 852234103 4,942 -594,274 -99.18 303 -93.14 0.0761
2022-05-10 2022-03-31 13F BLOCK CL A 852234103 599,216 594,525 12,673.74 4,419 483.75 0.0612
2022-01-21 2021-12-31 13F BLOCK CL A 852234103 4,691 10 0.21 757 -32.53 0.2116
2021-10-21 2021-09-30 13F SQUARE CL A 852234103 4,681 -10 -0.21 1,122 -1.84 0.3164
2021-07-29 2021-06-30 13F SQUARE INC CL A 852234103 4,691 57 1.23 1,143 8.65 0.3762
2021-04-29 2021-03-31 13F SQUARE INC CL A 852234103 4,634 21 0.46 1,052 4.89 0.3861
2021-02-04 2020-12-31 13F SQUARE INC CL A 852234103 4,613 4,613 1,003 0.3673
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.