BWS
XYZ

Buck Wealth Strategies’s Block Inc XYZ Stock Holding History

Buck Wealth Strategies’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 		$223K Buy
+2,939
New +$207K 0.02% 198
2023
Q4 		– Sell
-4
Closed -$177 – 356
2023
Q3 		$177 Hold
4
– – ﹤0.01% 359
2023
Q2 		$266 Buy
+4
New +$250 ﹤0.01% 266

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

Buck Wealth Strategies's XYZ Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Block Inc (XYZ) in Q2 2026: 2,939 shares worth $223K. The stake represents 0.02% of the portfolio and ranks #198 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in XYZ as recently as Q3 2023.

Buck Wealth Strategies first reported a position in XYZ in Q2 2023 and has held it in 3 quarters since. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Buck Wealth Strategies held 2,939 shares of Block Inc worth $223K as of Q2 2026.
  • Block Inc was a new Buck Wealth Strategies position in Q2 2026.
  • Block Inc made up 0.02% of Buck Wealth Strategies's portfolio in Q2 2026, its #198 holding.
  • Buck Wealth Strategies first reported a position in Block Inc in Q2 2023 and has held it in 3 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.