CGC Financial Services’s Block Inc XYZ Stock Holding History

CGC Financial Services’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	$1.9K	Hold	25	–	–	﹤0.01%	296
2026 Q1	$1.5K	Hold	25	–	–	﹤0.01%	292
2025 Q4	$1.63K	Hold	25	–	–	﹤0.01%	297
2025 Q3	$1.81K	Hold	25	–	–	﹤0.01%	293
2025 Q2	$1.7K	Hold	25	–	–	﹤0.01%	279
2025 Q1	$1.36K	Hold	25	–	–	﹤0.01%	281
2024 Q4	$2.13K	Hold	25	–	–	﹤0.01%	279
2024 Q3	$1.68K	Hold	25	–	–	﹤0.01%	280
2024 Q2	$1.61K	Hold	25	–	–	﹤0.01%	280
2024 Q1	$2.12K	Hold	25	–	–	﹤0.01%	279
2023 Q4	$1.93K	Hold	25	–	–	﹤0.01%	293
2023 Q3	$1.11K	Hold	25	–	–	﹤0.01%	269
2023 Q2	$1.66K	Buy	+25	New	+$1.56K	﹤0.01%	270

Other funds holding XYZ

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return