Carlson Financial’s Block Inc XYZ Stock Holding History

Carlson Financial’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	$314K	Sell	4,130 -50	-1%	-$3.52K	0.16%	143
2026 Q1	$252K	Sell	4,180 -100	-2%	-$6.08K	0.15%	145
2025 Q4	$279K	Buy	+4,280	New	+$295K	0.16%	137

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 $3.37T AUM 44.26% 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

Carlson Financial's XYZ Position: Q2 2026 in Review

Carlson Financial reduced its Block Inc (XYZ) stake by 1.2% in Q2 2026, selling an estimated $3.52K and leaving 4,130 shares worth $314K. The position accounts for 0.16% of the portfolio, ranked #143.

Carlson Financial first reported a position in XYZ in Q4 2025 and has held it in 3 quarters since. 1,075 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Carlson Financial held 4,130 shares of Block Inc worth $314K as of Q2 2026.
Carlson Financial sold 50 Block Inc shares in Q2 2026, an estimated $3.52K.
Block Inc made up 0.16% of Carlson Financial's portfolio in Q2 2026, its #143 holding.
Carlson Financial first reported a position in Block Inc in Q4 2025 and has held it in 3 quarters since.
1,075 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Carlson Financial's 13F filing for Q2 2026, filed 24 Aug 2026.