CWG
XYZ

Cornerstone Wealth Group’s Block Inc XYZ Stock Holding History

Cornerstone Wealth 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 		$214K Buy
+2,821
New +$198K 0.01% 467
2022
Q2 		– Sell
-2,134
Closed -$289K – 159
2022
Q1 		$289K Sell
2,134
-260
-11% -$31.5K 0.05% 131
2021
Q4 		$387K Sell
2,394
-37
-2% -$8.02K 0.07% 124
2021
Q3 		$583K Buy
2,431
+96
+4% +$24.7K 0.1% 111
2021
Q2 		$546K Buy
+2,335
New +$542K 0.11% 107

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 Wealth Group's XYZ Position: Q2 2026 in Review

Cornerstone Wealth Group opened a new position in Block Inc (XYZ) in Q2 2026: 2,821 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #467 among its holdings. This is a return to the name: Cornerstone Wealth Group previously reported a position in XYZ as recently as Q1 2022.

Cornerstone Wealth Group first reported a position in XYZ in Q2 2021 and has held it in 5 quarters since. The position peaked at $583K in Q3 2021. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Cornerstone Wealth Group held 2,821 shares of Block Inc worth $214K as of Q2 2026.
  • Block Inc was a new Cornerstone Wealth Group position in Q2 2026.
  • Block Inc made up 0.01% of Cornerstone Wealth Group's portfolio in Q2 2026, its #467 holding.
  • Cornerstone Wealth Group first reported a position in Block Inc in Q2 2021 and has held it in 5 quarters since.
  • Cornerstone Wealth Group's Block Inc position peaked at $583K in Q3 2021.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

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