BL
XYZ

BFSG LLC’s Block Inc XYZ Stock Holding History

BFSG LLC’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 		$3.8K Sell
50
-50
-50% -$3.52K ﹤0.01% 648
2026
Q1 		$6.02K Buy
100
+50
+100% +$3.04K ﹤0.01% 602
2025
Q4 		$3.25K Hold
50
– – ﹤0.01% 623
2025
Q3 		$3.61K Hold
50
– – ﹤0.01% 606
2025
Q2 		$3.4K Hold
50
– – ﹤0.01% 586
2025
Q1 		$2.72K Hold
50
– – ﹤0.01% 588
2024
Q4 		$4.25K Hold
50
– – ﹤0.01% 570
2024
Q3 		$3.36K Hold
50
– – ﹤0.01% 565
2024
Q2 		$3.23K Hold
50
– – ﹤0.01% 547
2024
Q1 		$4.23K Hold
50
– – ﹤0.01% 555
2023
Q4 		$3.87K Buy
+50
New +$2.83K ﹤0.01% 516
2021
Q2 		– Sell
-4,066
Closed -$923K – 217
2021
Q1 		$923K Buy
4,066
+4
+0.1% +$936 0.15% 132
2020
Q4 		$884K Buy
+4,062
New +$792K 0.15% 125

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

BFSG LLC's XYZ Position: Q2 2026 in Review

BFSG LLC reduced its Block Inc (XYZ) stake by 50% in Q2 2026, selling an estimated $3.52K and leaving 50 shares worth $3.8K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

BFSG LLC first reported a position in XYZ in Q4 2020 and has held it in 13 quarters since. The position peaked at $923K in Q1 2021. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • BFSG LLC held 50 shares of Block Inc worth $3.8K as of Q2 2026.
  • BFSG LLC sold 50 Block Inc shares in Q2 2026, an estimated $3.52K.
  • Block Inc made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #648 holding.
  • BFSG LLC first reported a position in Block Inc in Q4 2020 and has held it in 13 quarters since.
  • BFSG LLC's Block Inc position peaked at $923K in Q1 2021.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.