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Capital Financial Group’s Xylem XYL Stock Holding History

Capital Financial Group’s Portfolio XYL Stock Details XYL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$711K Buy
6,014
+818
+16% +$94.4K 0.37% 65
2026
Q1 		$621K Hold
5,196
– – 0.34% 63
2025
Q4 		$708K Buy
+5,196
New +$747K 0.39% 57

Other funds holding XYL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Capital Financial Group's XYL Position: Q2 2026 in Review

Capital Financial Group increased its Xylem (XYL) stake by 16% in Q2 2026, buying an estimated $94.4K and bringing the position to 6,014 shares worth $711K. The position accounts for 0.37% of the portfolio, ranked #65.

Capital Financial Group first reported a position in XYL in Q4 2025 and has held it in 3 quarters since. 1,088 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Capital Financial Group held 6,014 shares of Xylem worth $711K as of Q2 2026.
  • Capital Financial Group bought 818 Xylem shares in Q2 2026, an estimated $94.4K.
  • Xylem made up 0.37% of Capital Financial Group's portfolio in Q2 2026, its #65 holding.
  • Capital Financial Group first reported a position in Xylem in Q4 2025 and has held it in 3 quarters since.
  • 1,088 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Capital Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.