Creative Planning
XYZ

Creative Planning’s Block Inc XYZ Stock Holding History

Creative 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
2023
Q3 		– Sell
-500
Closed -$858 – 3063
2023
Q2 		$858 Buy
+500
New +$31.2K ﹤0.01% 2617
2021
Q1 		– Sell
-500
Closed -$12K – 2748
2020
Q4 		$12K Sell
500
-771,500
-100% -$150M ﹤0.01% 2216
2020
Q3 		$36K Buy
+772,000
New +$109M ﹤0.01% 1933

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning's XYZ Position: Q1 2026 in Review

Creative Planning increased its Block Inc (XYZ) stake by 95% in Q1 2026, buying an estimated $4.13M and bringing the position to 139,540 shares worth $8.4M. The position accounts for 0.01% of the portfolio, ranked #813.

Creative Planning first reported a position in XYZ in Q4 2015 and has held it in 42 quarters since. The position peaked at $176M in Q3 2020. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Creative Planning held 139,540 shares of Block Inc worth $8.4M as of Q1 2026.
  • Creative Planning bought 67,867 Block Inc shares in Q1 2026, an estimated $4.13M.
  • Block Inc made up 0.01% of Creative Planning's portfolio in Q1 2026, its #813 holding.
  • Creative Planning first reported a position in Block Inc in Q4 2015 and has held it in 42 quarters since.
  • Creative Planning's Block Inc position peaked at $176M in Q3 2020.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.