CFG
XYZ

Carter Financial Group’s Block Inc XYZ Stock Holding History

Carter Financial 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
Q2 		$233K Sell
3,066
-3,013
-50% -$212K 0.12% 114
2026
Q1 		$366K Hold
6,079
– – 0.23% 72
2025
Q4 		$396K Sell
6,079
-195
-3% -$13.5K 0.23% 72
2025
Q3 		$453K Sell
6,274
-543
-8% -$40.6K 0.27% 59
2025
Q2 		$463K Buy
+6,817
New +$397K 0.3% 59
2022
Q1 		$669K Buy
+4,935
New +$597K 0.9% 17

Other funds holding XYZ

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Carter Financial Group's XYZ Position: Q2 2026 in Review

Carter Financial Group reduced its Block Inc (XYZ) stake by 50% in Q2 2026, selling an estimated $212K and leaving 3,066 shares worth $233K. The position accounts for 0.12% of the portfolio, ranked #114.

Carter Financial Group first reported a position in XYZ in Q1 2022 and has held it in 6 quarters since. The position peaked at $669K in Q1 2022. 407 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Carter Financial Group held 3,066 shares of Block Inc worth $233K as of Q2 2026.
  • Carter Financial Group sold 3,013 Block Inc shares in Q2 2026, an estimated $212K.
  • Block Inc made up 0.12% of Carter Financial Group's portfolio in Q2 2026, its #114 holding.
  • Carter Financial Group first reported a position in Block Inc in Q1 2022 and has held it in 6 quarters since.
  • Carter Financial Group's Block Inc position peaked at $669K in Q1 2022.
  • 407 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.