AFG
XYZ

Atomi Financial Group’s Block Inc XYZ Stock Holding History

Atomi 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
Q2 		$1.27M Buy
16,690
+2,015
+14% +$142K 0.03% 394
2026
Q1 		$883K Buy
14,675
+638
+5% +$38.8K 0.03% 477
2025
Q4 		$914K Sell
14,037
-1,494
-10% -$103K 0.03% 445
2025
Q3 		$1.12M Buy
15,531
+1,872
+14% +$140K 0.04% 339
2025
Q2 		$928K Buy
13,659
+3,313
+32% +$193K 0.04% 358
2025
Q1 		$562K Sell
10,346
-948
-8% -$70.8K 0.03% 485
2024
Q4 		$960K Buy
11,294
+2,015
+22% +$165K 0.05% 274
2024
Q3 		$623K Buy
9,279
+588
+7% +$38K 0.04% 378
2024
Q2 		$560K Buy
8,691
+557
+7% +$39K 0.04% 355
2024
Q1 		$688K Buy
8,134
+459
+6% +$33.2K 0.06% 250
2023
Q4 		$594K Buy
+7,675
New +$434K 0.08% 230

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

Atomi Financial Group's XYZ Position: Q2 2026 in Review

Atomi Financial Group increased its Block Inc (XYZ) stake by 14% in Q2 2026, buying an estimated $142K and bringing the position to 16,690 shares worth $1.27M. The position accounts for 0.03% of the portfolio, ranked #394.

Atomi Financial Group first reported a position in XYZ in Q4 2023 and has held it in 11 quarters since. 1,082 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Atomi Financial Group held 16,690 shares of Block Inc worth $1.27M as of Q2 2026.
  • Atomi Financial Group bought 2,015 Block Inc shares in Q2 2026, an estimated $142K.
  • Block Inc made up 0.03% of Atomi Financial Group's portfolio in Q2 2026, its #394 holding.
  • Atomi Financial Group first reported a position in Block Inc in Q4 2023 and has held it in 11 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.