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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AE Wealth Management's XYZ Position: Q1 2026 in Review

AE Wealth Management increased its Block Inc (XYZ) stake by 72% in Q1 2026, buying an estimated $246K and bringing the position to 9,693 shares worth $583K. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

AE Wealth Management first reported a position in XYZ in Q3 2018 and has held it in 31 quarters since. The position peaked at $8.96M in Q3 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • AE Wealth Management held 9,693 shares of Block Inc worth $583K as of Q1 2026.
  • AE Wealth Management bought 4,052 Block Inc shares in Q1 2026, an estimated $246K.
  • Block Inc made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1029 holding.
  • AE Wealth Management first reported a position in Block Inc in Q3 2018 and has held it in 31 quarters since.
  • AE Wealth Management's Block Inc position peaked at $8.96M in Q3 2021.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.