CFFP
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Center for Financial Planning’s Block Inc XYZ Stock Holding History

Center for Financial Planning’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 		$69.7K Sell
917
-640
-41% -$45K 0.01% 280
2026
Q1 		$93.7K Sell
1,557
-143
-8% -$8.7K 0.01% 240
2025
Q4 		$111K Hold
1,700
– – 0.01% 216
2025
Q3 		$123K Buy
1,700
+68
+4% +$5.09K 0.01% 207
2025
Q2 		$111K Buy
1,632
+817
+100% +$47.5K 0.01% 209
2025
Q1 		$44.3K Buy
815
+730
+859% +$54.5K 0.01% 295
2024
Q4 		$7.22K Hold
85
– – ﹤0.01% 455
2024
Q3 		$5.71K Hold
85
– – ﹤0.01% 452
2024
Q2 		$5.48K Hold
85
– – ﹤0.01% 452
2024
Q1 		$7.19K Hold
85
– – ﹤0.01% 440
2023
Q4 		$6.58K Hold
85
– – ﹤0.01% 411
2023
Q3 		$3.76K Hold
85
– – ﹤0.01% 430
2023
Q2 		$5.66K Hold
85
– – ﹤0.01% 439
2023
Q1 		$5.84K Hold
85
– – ﹤0.01% 406
2022
Q4 		$5.34K Hold
85
– – ﹤0.01% 406
2022
Q3 		$5K Buy
85
+15
+21% +$1.06K ﹤0.01% 435
2022
Q2 		$4K Hold
70
– – ﹤0.01% 446
2022
Q1 		$9K Buy
70
+30
+75% +$3.63K ﹤0.01% 391
2021
Q4 		$6K Buy
+40
New +$8.67K ﹤0.01% 426

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 $3.38T AUM 44.17% 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

Center for Financial Planning's XYZ Position: Q2 2026 in Review

Center for Financial Planning reduced its Block Inc (XYZ) stake by 41% in Q2 2026, selling an estimated $45K and leaving 917 shares worth $69.7K. The position accounts for 0.01% of the portfolio, ranked #280.

Center for Financial Planning first reported a position in XYZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $123K in Q3 2025. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Center for Financial Planning held 917 shares of Block Inc worth $69.7K as of Q2 2026.
  • Center for Financial Planning sold 640 Block Inc shares in Q2 2026, an estimated $45K.
  • Block Inc made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #280 holding.
  • Center for Financial Planning first reported a position in Block Inc in Q4 2021 and has held it in 19 quarters since.
  • Center for Financial Planning's Block Inc position peaked at $123K in Q3 2025.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.