CFI
XYZ

CARLSON FINANCIAL, INC.’s Block Inc XYZ Stock Holding History

CARLSON FINANCIAL, INC.’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 		$314K Sell
4,130
-50
-1% -$3.52K 0.16% 143
2026
Q1 		$252K Sell
4,180
-100
-2% -$6.08K 0.15% 145
2025
Q4 		$279K Buy
+4,280
New +$295K 0.16% 137

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

CARLSON FINANCIAL, INC.'s XYZ Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. reduced its Block Inc (XYZ) stake by 1.2% in Q2 2026, selling an estimated $3.52K and leaving 4,130 shares worth $314K. The position accounts for 0.16% of the portfolio, ranked #143.

CARLSON FINANCIAL, INC. first reported a position in XYZ in Q4 2025 and has held it in 3 quarters since. 1,075 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • CARLSON FINANCIAL, INC. held 4,130 shares of Block Inc worth $314K as of Q2 2026.
  • CARLSON FINANCIAL, INC. sold 50 Block Inc shares in Q2 2026, an estimated $3.52K.
  • Block Inc made up 0.16% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #143 holding.
  • CARLSON FINANCIAL, INC. first reported a position in Block Inc in Q4 2025 and has held it in 3 quarters since.
  • 1,075 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.