CFML
XYZ

COMPASS FINANCIAL MANAGEMENT LLC’s Block Inc XYZ Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$10.5K Buy
+127
New +$8.93K ﹤0.01% 1038

Other funds holding XYZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's XYZ Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Block Inc (XYZ) in Q2 2026: 127 shares worth $10.5K. The stake represents ﹤0.01% of the portfolio and ranks #1038 among its holdings.

780 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 127 shares of Block Inc worth $10.5K as of Q2 2026.
  • Block Inc was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Block Inc made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1038 holding.
  • 780 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.