AWM
XYZ

AE Wealth Management’s Block Inc XYZ Stock Holding History

AE Wealth Management’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
2021
Q3 		– Sell
-13,230
Closed -$1K – 1731
2021
Q2 		$1K Buy
+13,230
New +$3.07M ﹤0.01% 1576

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

AE Wealth Management's XYZ Position: Q2 2026 in Review

AE Wealth Management increased its Block Inc (XYZ) stake by 11% in Q2 2026, buying an estimated $74.4K and bringing the position to 10,751 shares worth $817K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

AE Wealth Management first reported a position in XYZ in Q3 2018 and has held it in 32 quarters since. The position peaked at $8.96M in Q3 2021. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • AE Wealth Management held 10,751 shares of Block Inc worth $817K as of Q2 2026.
  • AE Wealth Management bought 1,058 Block Inc shares in Q2 2026, an estimated $74.4K.
  • Block Inc made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #994 holding.
  • AE Wealth Management first reported a position in Block Inc in Q3 2018 and has held it in 32 quarters since.
  • AE Wealth Management's Block Inc position peaked at $8.96M in Q3 2021.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.