BHWM
XYZ

Bay Harbor Wealth Management’s Block Inc XYZ Stock Holding History

Bay Harbor 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 		$6.46K Buy
85
+27
+47% +$1.9K ﹤0.01% 366
2026
Q1 		$3.49K Buy
58
+25
+76% +$1.52K ﹤0.01% 420
2025
Q4 		$2.15K Buy
33
+2
+6% +$138 ﹤0.01% 465
2025
Q3 		$2.24K Buy
31
+8
+35% +$599 ﹤0.01% 351
2025
Q2 		$1.56K Buy
23
+16
+229% +$931 ﹤0.01% 361
2025
Q1 		$380 Buy
+7
New +$523 ﹤0.01% 495
2021
Q1 		– Sell
-27
Closed -$6K – 445
2020
Q4 		$6K Sell
27
-2
-7% -$390 ﹤0.01% 276
2020
Q3 		$5K Buy
29
+22
+314% +$3.11K ﹤0.01% 265
2020
Q2 		$1K Sell
7
-5
-42% -$383 ﹤0.01% 337
2020
Q1 		$1K Sell
12
-5
-29% -$342 ﹤0.01% 330
2019
Q4 		$1K Buy
17
+5
+42% +$320 ﹤0.01% 331
2019
Q3 		$1K Hold
12
– – ﹤0.01% 350
2019
Q2 		$1K Hold
12
– – ﹤0.01% 345
2019
Q1 		$1K Hold
12
– – ﹤0.01% 381
2018
Q4 		$1K Buy
+12
New +$847 ﹤0.01% 375

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

Bay Harbor Wealth Management's XYZ Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Block Inc (XYZ) stake by 47% in Q2 2026, buying an estimated $1.9K and bringing the position to 85 shares worth $6.46K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Bay Harbor Wealth Management first reported a position in XYZ in Q4 2018 and has held it in 15 quarters since. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Bay Harbor Wealth Management held 85 shares of Block Inc worth $6.46K as of Q2 2026.
  • Bay Harbor Wealth Management bought 27 Block Inc shares in Q2 2026, an estimated $1.9K.
  • Block Inc made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #366 holding.
  • Bay Harbor Wealth Management first reported a position in Block Inc in Q4 2018 and has held it in 15 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

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