BWG
XYZ

Boomfish Wealth Group’s Block Inc XYZ Stock Holding History

Boomfish Wealth 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 		– Sell
-15,271
Closed -$994K – 93
2025
Q4 		$994K Buy
15,271
+677
+5% +$46.7K 0.53% 64
2025
Q3 		$1.05M Buy
14,594
+1,295
+10% +$96.9K 0.57% 62
2025
Q2 		$903K Sell
13,299
-156
-1% -$9.08K 0.52% 61
2025
Q1 		$731K Buy
13,455
+2,391
+22% +$178K 0.47% 65
2024
Q4 		$940K Sell
11,064
-1,407
-11% -$115K 0.57% 61
2024
Q3 		$837K Sell
12,471
-640
-5% -$41.3K 0.51% 73
2024
Q2 		$846K Buy
13,111
+1,009
+8% +$70.6K 0.55% 75
2024
Q1 		$1.02M Sell
12,102
-425
-3% -$30.7K 0.69% 69
2023
Q4 		$969K Buy
+12,527
New +$708K 0.7% 68

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

Boomfish Wealth Group's XYZ Position: Q1 2026 in Review

Boomfish Wealth Group sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 15,271 shares — an estimated $994K sold.

Boomfish Wealth Group first reported a position in XYZ in Q4 2023 and held it in 9 quarters. The position peaked at $1.05M in Q3 2025. 987 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Boomfish Wealth Group reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • Boomfish Wealth Group sold 15,271 Block Inc shares in Q1 2026, an estimated $994K.
  • Boomfish Wealth Group first reported a position in Block Inc in Q4 2023 and held it in 9 quarters.
  • Boomfish Wealth Group's Block Inc position peaked at $1.05M in Q3 2025.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Boomfish Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.