CCWM
XYZ

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

Cassaday & Co 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
Q1 		$256 Buy
+4
New +$243 ﹤0.01% 1245

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cassaday & Co Wealth Management's XYZ Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Block Inc (XYZ) in Q1 2026: 4 shares worth $256. The stake represents ﹤0.01% of the portfolio and ranks #1245 among its holdings.

986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Cassaday & Co Wealth Management held 4 shares of Block Inc worth $256 as of Q1 2026.
  • Block Inc was a new Cassaday & Co Wealth Management position in Q1 2026.
  • Block Inc made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #1245 holding.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.