CPG
XYZ

Cornerstone Planning Group’s Block Inc XYZ Stock Holding History

Cornerstone Planning 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 		$30.3K Buy
391
+21
+6% +$1.48K ﹤0.01% 542
2026
Q1 		$26.4K Buy
370
+208
+128% +$12.6K ﹤0.01% 586
2025
Q4 		$10.4K Sell
162
-29
-15% -$2K ﹤0.01% 792
2025
Q3 		$14.1K Buy
191
+35
+22% +$2.62K ﹤0.01% 677
2025
Q2 		$11.7K Buy
156
+45
+41% +$2.62K ﹤0.01% 523
2025
Q1 		$6.18K Buy
111
+24
+28% +$1.79K ﹤0.01% 680
2024
Q4 		$7.4K Buy
87
+10
+13% +$820 ﹤0.01% 494
2024
Q3 		$5.64K Sell
77
-25
-25% -$1.61K ﹤0.01% 544
2024
Q2 		$5.84K Buy
102
+66
+183% +$4.62K ﹤0.01% 541
2024
Q1 		$2.5K Sell
36
-1
-3% -$72 ﹤0.01% 622
2023
Q4 		$2.86K Hold
37
– – ﹤0.01% 584
2023
Q3 		$1.64K Buy
+37
New +$2.29K ﹤0.01% 696

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

Cornerstone Planning Group's XYZ Position: Q2 2026 in Review

Cornerstone Planning Group increased its Block Inc (XYZ) stake by 5.7% in Q2 2026, buying an estimated $1.48K and bringing the position to 391 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Cornerstone Planning Group first reported a position in XYZ in Q3 2023 and has held it in 12 quarters since. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Cornerstone Planning Group held 391 shares of Block Inc worth $30.3K as of Q2 2026.
  • Cornerstone Planning Group bought 21 Block Inc shares in Q2 2026, an estimated $1.48K.
  • Block Inc made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #542 holding.
  • Cornerstone Planning Group first reported a position in Block Inc in Q3 2023 and has held it in 12 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.