MBA Advisors LLC XYZ — BLOCK INC

Ownership history in MBA Advisors LLC  ·  5 quarters on record

AI Ownership Summary

MBA Advisors LLC reported BLOCK INC (XYZ) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.26% in 2024 Q4. The latest visible filing shows XYZ at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XYZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MBA Advisors LLC's position in BLOCK INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

XYZ was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XYZ stock page MBA Advisors LLC fund profile MBA Advisors LLC full holdings
How MBA Advisors LLC held XYZ — position size vs. price
% of Fund (quarterly)    XYZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 49.5% -7.5% ✅ 3,179 -3,111 -49.5% 0.08% $207K 2026-01-21 $64.00
2025 Q3 ADDED — — — 6,290 +1,111 +21.5% 0.19% $455K 2025-10-28 $80.18
2025 Q2 REDUCED 14.6% +11.0% ❌ 5,179 -883 -14.6% 0.16% $352K 2025-07-17 $70.73
2025 Q1 REDUCED — — — 6,062 -80 -1.3% 0.16% $329K 2025-04-29 $59.56
2024 Q4 INITIATED — — — 6,142 — — 0.26% $522K 2025-01-29 $90.03

🏢 Other funds also holding XYZ

As of 2026 Q1 — sorted by position size

SQUARE PEG CAPITAL PTY LTD 13.17% Avory & Company, LLC 3Y 9.58% Contour Asset Management LLC 3Y 7Y 8.87% Dragoneer Investment Group, LLC 3Y 7Y 5.85% Woodson Capital Management, LP 3Y 7Y 5.48% Ribbit Management Company, LLC 5.12% Lane Generational LLC 3Y 5.01% Hyperion Asset Management Ltd 3Y 4.81% a16z Capital Management, L.L.C. 4.74% Ravenswood Partners LP 3.75%

FAQ About MBA Advisors LLC and XYZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has MBA Advisors LLC reported owning XYZ?

MBA Advisors LLC reported XYZ across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported XYZ position in MBA Advisors LLC's portfolio?

The largest reported portfolio weight for XYZ was 0.26% in 2024 Q4.

What is the latest reported XYZ position on this page?

The most recent filing on this page is 2025 Q4, when MBA Advisors LLC reported 3,179 shares, equal to 0.08% of portfolio, with an estimated market value of $207K.

What does the chart on this XYZ ownership page compare?

The chart compares MBA Advisors LLC's quarterly XYZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MBA Advisors LLC time their XYZ position?

Based on 13F filing dates vs. subsequent XYZ price moves, MBA Advisors LLC correctly timed 0 out of 4 reported position changes (0%). The annualised alpha on XYZ relative to SPY over the holding period was -39.0%.

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