CFP
XYZ

Comprehensive Financial Planning’s Block Inc XYZ Stock Holding History

Comprehensive 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 		$26.6K Hold
350
– – 0.01% 222
2026
Q1 		$21.1K Sell
350
-100
-22% -$6.08K 0.01% 215
2025
Q4 		$29.3K Hold
450
– – 0.02% 190
2025
Q3 		$32.5K Hold
450
– – 0.02% 186
2025
Q2 		$30.6K Hold
450
– – 0.02% 175
2025
Q1 		$24.4K Sell
450
-58
-11% -$4.33K 0.02% 170
2024
Q4 		$43.2K Buy
+508
New +$41.7K 0.04% 164

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

Comprehensive Financial Planning's XYZ Position: Q2 2026 in Review

Comprehensive Financial Planning held its Block Inc (XYZ) position steady in Q2 2026 at 350 shares worth $26.6K. The position accounts for 0.01% of the portfolio, ranked #222.

Comprehensive Financial Planning first reported a position in XYZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $43.2K in Q4 2024. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Comprehensive Financial Planning held 350 shares of Block Inc worth $26.6K as of Q2 2026.
  • Comprehensive Financial Planning left its Block Inc share count unchanged in Q2 2026.
  • Block Inc made up 0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #222 holding.
  • Comprehensive Financial Planning first reported a position in Block Inc in Q4 2024 and has held it in 7 quarters since.
  • Comprehensive Financial Planning's Block Inc position peaked at $43.2K in Q4 2024.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.