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Concord Wealth Partners’s Block Inc XYZ Stock Holding History

Concord Wealth Partners’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 		$152 Buy
+2
New +$141 ﹤0.01% 855
2026
Q1 		– Sell
-2
Closed -$130 – 828
2025
Q4 		$130 Hold
2
– – ﹤0.01% 816
2025
Q3 		$145 Hold
2
– – ﹤0.01% 797
2025
Q2 		$136 Hold
2
– – ﹤0.01% 822
2025
Q1 		$109 Hold
2
– – ﹤0.01% 788
2024
Q4 		$170 Hold
2
– – ﹤0.01% 895
2024
Q3 		$134 Sell
2
-24
-92% -$1.55K ﹤0.01% 933
2024
Q2 		$1.68K Hold
26
– – ﹤0.01% 677
2024
Q1 		$2.2K Buy
26
+2
+8% +$145 ﹤0.01% 745
2023
Q4 		$1.86K Sell
24
-71
-75% -$4.01K ﹤0.01% 719
2023
Q3 		$4.21K Sell
95
-94
-50% -$5.82K ﹤0.01% 751
2023
Q2 		$12.6K Buy
189
+44
+30% +$2.75K ﹤0.01% 576
2023
Q1 		$9.95K Sell
145
-1,414
-91% -$106K ﹤0.01% 594
2022
Q4 		$98K Buy
+1,559
New +$96.2K 0.03% 257
2022
Q3 		– Sell
-3,359
Closed -$206K – 1218
2022
Q2 		$206K Buy
3,359
+2,577
+330% +$235K 0.06% 160
2022
Q1 		$106K Sell
782
-467
-37% -$56.5K 0.03% 292
2021
Q4 		$202K Buy
1,249
+846
+210% +$183K 0.05% 188
2021
Q3 		$97K Sell
403
-822
-67% -$211K 0.04% 138
2021
Q2 		$299K Buy
1,225
+102
+9% +$23.7K 0.09% 98
2021
Q1 		$255K Buy
1,123
+1,085
+2,855% +$254K 0.09% 108
2020
Q4 		$8K Buy
+38
New +$7.41K 0.01% 380

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 $3.38T AUM 44.17% 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

Concord Wealth Partners's XYZ Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Block Inc (XYZ) in Q2 2026: 2 shares worth $152. The stake represents ﹤0.01% of the portfolio and ranks #855 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in XYZ as recently as Q4 2025.

Concord Wealth Partners first reported a position in XYZ in Q4 2020 and has held it in 21 quarters since. The position peaked at $299K in Q2 2021. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Concord Wealth Partners held 2 shares of Block Inc worth $152 as of Q2 2026.
  • Block Inc was a new Concord Wealth Partners position in Q2 2026.
  • Block Inc made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #855 holding.
  • Concord Wealth Partners first reported a position in Block Inc in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's Block Inc position peaked at $299K in Q2 2021.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.