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

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

CGC Financial Services's XYZ Position: Q2 2026 in Review

CGC Financial Services held its Block Inc (XYZ) position steady in Q2 2026 at 25 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

CGC Financial Services first reported a position in XYZ in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.13K in Q4 2024. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

CGC Financial Services held 25 shares of Block Inc worth $1.9K as of Q2 2026.
CGC Financial Services left its Block Inc share count unchanged in Q2 2026.
Block Inc made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #296 holding.
CGC Financial Services first reported a position in Block Inc in Q2 2023 and has held it in 13 quarters since.
CGC Financial Services's Block Inc position peaked at $2.13K in Q4 2024.
1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.