AG
XYZ

AmeriFlex Group’s Block Inc XYZ Stock Holding History

AmeriFlex 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 		$240 Hold
4
– – ﹤0.01% 1058
2025
Q4 		$260 Sell
4
-4
-50% -$276 ﹤0.01% 1096
2025
Q3 		$578 Buy
+8
New +$599 ﹤0.01% 1026

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VCM
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VPM
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State Street
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Capital World Investors
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Morgan Stanley
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Geode Capital Management
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Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return