Bradley & Co Private Wealth Management’s Block Inc XYZ Stock Holding History

Bradley & Co Private 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	$1.52K	Hold	20	–	–	﹤0.01%	198
2026 Q1	$1.2K	Hold	20	–	–	﹤0.01%	194
2025 Q4	$1.3K	Sell	20 -146	-88%	-$10.1K	﹤0.01%	194
2025 Q3	$12K	Hold	166	–	–	0.01%	124
2025 Q2	$11.3K	Hold	166	–	–	0.01%	119
2025 Q1	$9.02K	Hold	166	–	–	0.01%	123
2024 Q4	$14.1K	Buy	+166	New	+$13.6K	0.01%	115
2024 Q2	$10.7K	Hold	166	–	–	0.01%	116
2024 Q1	$14K	Hold	166	–	–	0.01%	111
2023 Q4	$12.8K	Buy	166 +20	+14%	+$1.13K	0.01%	115
2023 Q3	$6.46K	Buy	+146	New	+$9.04K	0.01%	126

Other funds holding XYZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Bradley & Co Private Wealth Management's XYZ Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its Block Inc (XYZ) position steady in Q2 2026 at 20 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #198.

Bradley & Co Private Wealth Management first reported a position in XYZ in Q3 2023 and has held it in 11 quarters since. The position peaked at $14.1K in Q4 2024. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Bradley & Co Private Wealth Management held 20 shares of Block Inc worth $1.52K as of Q2 2026.
Bradley & Co Private Wealth Management left its Block Inc share count unchanged in Q2 2026.
Block Inc made up ﹤0.01% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #198 holding.
Bradley & Co Private Wealth Management first reported a position in Block Inc in Q3 2023 and has held it in 11 quarters since.
Bradley & Co Private Wealth Management's Block Inc position peaked at $14.1K in Q4 2024.
1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.