AWM
XYZ

Axxcess Wealth Management’s Block Inc XYZ Stock Holding History

Axxcess 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
2026
Q2 		$406K Buy
5,339
+328
+7% +$23.1K 0.01% 777
2026
Q1 		$302K Buy
5,011
+557
+13% +$33.9K 0.01% 337
2025
Q4 		$290K Buy
4,454
+869
+24% +$59.9K 0.01% 860
2025
Q3 		$259K Sell
3,585
-370
-9% -$27.7K 0.01% 806
2025
Q2 		$269K Sell
3,955
-368
-9% -$21.4K 0.01% 751
2025
Q1 		$235K Sell
4,323
-1,720
-28% -$128K 0.01% 767
2024
Q4 		$514K Sell
6,043
-5,763
-49% -$473K 0.01% 538
2024
Q3 		$793K Sell
11,806
-1,903
-14% -$123K 0.02% 444
2024
Q2 		$884K Sell
13,709
-419
-3% -$29.3K 0.02% 403
2024
Q1 		$1.19M Sell
14,128
-89
-0.6% -$6.44K 0.03% 337
2023
Q4 		$1.1M Buy
14,217
+3,429
+32% +$194K 0.03% 337
2023
Q3 		$477K Buy
10,788
+387
+4% +$24K 0.02% 487
2023
Q2 		$692K Buy
10,401
+1,602
+18% +$100K 0.05% 284
2023
Q1 		$604K Buy
8,799
+1,203
+16% +$90K 0.05% 340
2022
Q4 		$477K Sell
7,596
-2,885
-28% -$178K 0.04% 362
2022
Q3 		$576K Sell
10,481
-1,302
-11% -$92.2K 0.05% 290
2022
Q2 		$724K Buy
11,783
+1,723
+17% +$157K 0.07% 237
2022
Q1 		$1.36M Buy
10,060
+474
+5% +$57.4K 0.11% 165
2021
Q4 		$1.55M Buy
+9,586
New +$2.08M 0.11% 150

Other funds holding XYZ

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Axxcess Wealth Management's XYZ Position: Q2 2026 in Review

Axxcess Wealth Management increased its Block Inc (XYZ) stake by 6.5% in Q2 2026, buying an estimated $23.1K and bringing the position to 5,339 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #777.

Axxcess Wealth Management first reported a position in XYZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.55M in Q4 2021. 517 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Axxcess Wealth Management held 5,339 shares of Block Inc worth $406K as of Q2 2026.
  • Axxcess Wealth Management bought 328 Block Inc shares in Q2 2026, an estimated $23.1K.
  • Block Inc made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #777 holding.
  • Axxcess Wealth Management first reported a position in Block Inc in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's Block Inc position peaked at $1.55M in Q4 2021.
  • 517 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.