CWM
XYZ

Cornerstone Wealth Management’s Block Inc XYZ Stock Holding History

Cornerstone Wealth Management’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 		$229K Buy
+3,019
New +$212K 0.01% 681
2026
Q1 		– Sell
-3,182
Closed -$207K – 742
2025
Q4 		$207K Sell
3,182
-27
-0.8% -$1.86K 0.01% 651
2025
Q3 		$232K Sell
3,209
-237
-7% -$17.7K 0.01% 606
2025
Q2 		$234K Sell
3,446
-250
-7% -$14.5K 0.01% 580
2025
Q1 		$201K Buy
3,696
+10
+0.3% +$746 0.01% 579
2024
Q4 		$313K Sell
3,686
-496
-12% -$40.7K 0.02% 457
2024
Q3 		$281K Buy
+4,182
New +$270K 0.02% 472
2024
Q2 		– Sell
-3,053
Closed -$258K – 569
2024
Q1 		$258K Sell
3,053
-100
-3% -$7.23K 0.02% 468
2023
Q4 		$244K Buy
+3,153
New +$178K 0.02% 456
2023
Q2 		– Sell
-3,047
Closed -$209K – 528
2023
Q1 		$209K Buy
+3,047
New +$228K 0.02% 444
2022
Q3 		– Sell
-3,725
Closed -$229K – 467
2022
Q2 		$229K Buy
3,725
+229
+7% +$20.9K 0.03% 398
2022
Q1 		$474K Sell
3,496
-938
-21% -$114K 0.05% 284
2021
Q4 		$711K Buy
4,434
+1,238
+39% +$268K 0.07% 236
2021
Q3 		$767K Buy
3,196
+14
+0.4% +$3.6K 0.08% 214
2021
Q2 		$776K Buy
3,182
+187
+6% +$43.4K 0.08% 220
2021
Q1 		$680K Buy
2,995
+86
+3% +$20.1K 0.08% 222
2020
Q4 		$633K Buy
2,909
+210
+8% +$41K 0.08% 211
2020
Q3 		$439K Buy
2,699
+239
+10% +$33.7K 0.07% 237
2020
Q2 		$258K Sell
2,460
-1,365
-36% -$105K 0.04% 300
2020
Q1 		$200K Buy
3,825
+299
+8% +$20.4K 0.04% 329
2019
Q4 		$221K Sell
3,526
-387
-10% -$24.7K 0.04% 318
2019
Q3 		$242K Sell
3,913
-44
-1% -$2.99K 0.04% 296
2019
Q2 		$288K Buy
3,957
+608
+18% +$42.5K 0.05% 285
2019
Q1 		$801K Sell
3,349
-1,650
-33% -$120K 0.1% 213
2018
Q4 		$282K Sell
4,999
-114,403
-96% -$8.08M 0.06% 267
2018
Q3 		$3.84M Sell
119,402
-123,878
-51% -$9.55M 0.05% 352
2018
Q2 		$3.85M Buy
+243,280
New +$13.4M 0.04% 374

Other funds holding XYZ

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Cornerstone Wealth Management's XYZ Position: Q2 2026 in Review

Cornerstone Wealth Management opened a new position in Block Inc (XYZ) in Q2 2026: 3,019 shares worth $229K. The stake represents 0.01% of the portfolio and ranks #681 among its holdings. This is a return to the name: Cornerstone Wealth Management previously reported a position in XYZ as recently as Q4 2025.

Cornerstone Wealth Management first reported a position in XYZ in Q2 2018 and has held it in 27 quarters since. The position peaked at $3.85M in Q2 2018. 259 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Cornerstone Wealth Management held 3,019 shares of Block Inc worth $229K as of Q2 2026.
  • Block Inc was a new Cornerstone Wealth Management position in Q2 2026.
  • Block Inc made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #681 holding.
  • Cornerstone Wealth Management first reported a position in Block Inc in Q2 2018 and has held it in 27 quarters since.
  • Cornerstone Wealth Management's Block Inc position peaked at $3.85M in Q2 2018.
  • 259 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.