Albion Financial Group’s Block Inc XYZ Stock Holding History

Albion Financial Group’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 Q1	$11.8K	Hold	196	–	–	﹤0.01%	401
2025 Q4	$12.8K	Sell	196 -1	-0.5%	-$69	﹤0.01%	385
2025 Q3	$14.2K	Buy	197 +2	+1%	+$150	﹤0.01%	361
2025 Q2	$13.2K	Hold	195	–	–	﹤0.01%	342
2025 Q1	$10.6K	Buy	195 +10	+5%	+$746	﹤0.01%	368
2024 Q4	$15.7K	Hold	185	–	–	﹤0.01%	360
2024 Q3	$12.4K	Hold	185	–	–	﹤0.01%	322
2024 Q2	$11.9K	Hold	185	–	–	﹤0.01%	321
2024 Q1	$15.6K	Buy	+185	New	+$13.4K	﹤0.01%	293
2023 Q4	–	Sell	-185	Closed	-$8.19K	–	511
2023 Q3	$8.19K	Hold	185	–	–	﹤0.01%	312
2023 Q2	$12.3K	Hold	185	–	–	﹤0.01%	299
2023 Q1	$12.7K	Hold	185	–	–	﹤0.01%	295
2022 Q4	$11.6K	Sell	185 -63	-25%	-$3.89K	﹤0.01%	297
2022 Q3	$14K	Hold	248	–	–	﹤0.01%	288
2022 Q2	$15K	Buy	248 +7	+3%	+$640	﹤0.01%	297
2022 Q1	$33K	Buy	241 +15	+7%	+$1.82K	﹤0.01%	280
2021 Q4	$37K	Hold	226	–	–	﹤0.01%	307
2021 Q3	$54K	Hold	226	–	–	﹤0.01%	238
2021 Q2	$55K	Buy	+226	New	+$52.4K	﹤0.01%	246
2020 Q4	$40K	Buy	+185	New	+$36.1K	﹤0.01%	260

Other funds holding XYZ

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return