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
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

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

Atomi Financial Group's XYZ Position: Q1 2026 in Review

Atomi Financial Group increased its Block Inc (XYZ) stake by 4.5% in Q1 2026, buying an estimated $38.8K and bringing the position to 14,675 shares worth $883K. The position accounts for 0.03% of the portfolio, ranked #477.

Atomi Financial Group first reported a position in XYZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.12M in Q3 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Atomi Financial Group held 14,675 shares of Block Inc worth $883K as of Q1 2026.
  • Atomi Financial Group bought 638 Block Inc shares in Q1 2026, an estimated $38.8K.
  • Block Inc made up 0.03% of Atomi Financial Group's portfolio in Q1 2026, its #477 holding.
  • Atomi Financial Group first reported a position in Block Inc in Q4 2023 and has held it in 10 quarters since.
  • Atomi Financial Group's Block Inc position peaked at $1.12M in Q3 2025.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.