Curated Wealth Partners’s Block Inc XYZ Stock Holding History

Curated 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	$366K	Buy	+31,028	New	+$2.18M	0.05%	363

Other funds holding XYZ

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

BCM

Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

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

Curated Wealth Partners opened a new position in Block Inc (XYZ) in Q2 2026: 31,028 shares worth $366K. The stake represents 0.05% of the portfolio and ranks #363 among its holdings.

302 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Curated Wealth Partners held 31,028 shares of Block Inc worth $366K as of Q2 2026.
Block Inc was a new Curated Wealth Partners position in Q2 2026.
Block Inc made up 0.05% of Curated Wealth Partners's portfolio in Q2 2026, its #363 holding.
302 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

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