BTWM
XYZ

Baker Tilly Wealth Management’s Block Inc XYZ Stock Holding History

Baker Tilly 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 		$216K Buy
+2,839
New +$200K 0.05% 270
2025
Q2 		– Sell
-5,967
Closed -$324K – 251
2025
Q1 		$324K Buy
5,967
+330
+6% +$24.6K 0.13% 174
2024
Q4 		$479K Buy
5,637
+219
+4% +$18K 0.19% 120
2024
Q3 		$364K Buy
5,418
+837
+18% +$54.1K 0.16% 150
2024
Q2 		$295K Sell
4,581
-1,735
-27% -$121K 0.12% 199
2024
Q1 		$534K Buy
6,316
+114
+2% +$8.25K 0.1% 234
2023
Q4 		$480K Sell
6,202
-829
-12% -$46.9K 0.08% 288
2023
Q3 		$311K Sell
7,031
-13,523
-66% -$837K 0.05% 358
2023
Q2 		$1.37M Buy
20,554
+2,316
+13% +$145K 0.14% 155
2023
Q1 		$1.25M Buy
18,238
+1,951
+12% +$146K 0.14% 165
2022
Q4 		$1.02M Buy
16,287
+4,941
+44% +$305K 0.13% 181
2022
Q3 		$624K Sell
11,346
-1,557
-12% -$110K 0.09% 250
2022
Q2 		$793K Buy
12,903
+3,087
+31% +$282K 0.1% 214
2022
Q1 		$1.33M Buy
9,816
+8,185
+502% +$991K 0.15% 142
2021
Q4 		$263K Sell
1,631
-433
-21% -$93.8K 0.03% 456
2021
Q3 		$495K Buy
2,064
+558
+37% +$143K 0.07% 317
2021
Q2 		$367K Buy
1,506
+7
+0.5% +$1.62K 0.06% 351
2021
Q1 		$340K Buy
+1,499
New +$351K 0.07% 329

Other funds holding XYZ

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Baker Tilly Wealth Management's XYZ Position: Q2 2026 in Review

Baker Tilly Wealth Management opened a new position in Block Inc (XYZ) in Q2 2026: 2,839 shares worth $216K. The stake represents 0.05% of the portfolio and ranks #270 among its holdings. This is a return to the name: Baker Tilly Wealth Management previously reported a position in XYZ as recently as Q1 2025.

Baker Tilly Wealth Management first reported a position in XYZ in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.37M in Q2 2023. 119 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Baker Tilly Wealth Management held 2,839 shares of Block Inc worth $216K as of Q2 2026.
  • Block Inc was a new Baker Tilly Wealth Management position in Q2 2026.
  • Block Inc made up 0.05% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #270 holding.
  • Baker Tilly Wealth Management first reported a position in Block Inc in Q1 2021 and has held it in 18 quarters since.
  • Baker Tilly Wealth Management's Block Inc position peaked at $1.37M in Q2 2023.
  • 119 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.