CFG
XYZ

Clayton Financial Group’s Block Inc XYZ Stock Holding History

Clayton Financial Group’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 		– Sell
-148
Closed -$8.91K – 602
2026
Q1 		$8.91K Buy
148
+65
+78% +$3.95K ﹤0.01% 247
2025
Q4 		$5.4K Buy
83
+33
+66% +$2.28K ﹤0.01% 298
2025
Q3 		$3.61K Buy
+50
New +$3.74K ﹤0.01% 204

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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

Clayton Financial Group's XYZ Position: Q2 2026 in Review

Clayton Financial Group sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 148 shares — an estimated $8.91K sold.

Clayton Financial Group first reported a position in XYZ in Q3 2025 and held it in 3 quarters. The position peaked at $8.91K in Q1 2026. 1,082 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Clayton Financial Group reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 148 Block Inc shares in Q2 2026, an estimated $8.91K.
  • Clayton Financial Group first reported a position in Block Inc in Q3 2025 and held it in 3 quarters.
  • Clayton Financial Group's Block Inc position peaked at $8.91K in Q1 2026.
  • 1,082 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.