CAMG
XYZ

CWA Asset Management Group’s Block Inc XYZ Stock Holding History

CWA Asset Management 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 		$340K Buy
4,470
+402
+10% +$28.3K 0.01% 561
2026
Q1 		$245K Buy
+4,068
New +$247K 0.01% 599
2022
Q2 		– Sell
-2,599
Closed -$352K – 337
2022
Q1 		$352K Sell
2,599
-10
-0.4% -$1.21K 0.03% 220
2021
Q4 		$421K Sell
2,609
-300
-10% -$65K 0.03% 204
2021
Q3 		$698K Buy
2,909
+336
+13% +$86.3K 0.06% 155
2021
Q2 		$622K Sell
2,573
-98
-4% -$22.7K 0.05% 164
2021
Q1 		$606K Sell
2,671
-438
-14% -$102K 0.06% 158
2020
Q4 		$677K Buy
3,109
+389
+14% +$75.9K 0.07% 143
2020
Q3 		$442K Hold
2,720
– – 0.06% 148
2020
Q2 		$285K Buy
+2,720
New +$208K 0.05% 167

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

CWA Asset Management Group's XYZ Position: Q2 2026 in Review

CWA Asset Management Group increased its Block Inc (XYZ) stake by 9.9% in Q2 2026, buying an estimated $28.3K and bringing the position to 4,470 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #561.

CWA Asset Management Group first reported a position in XYZ in Q2 2020 and has held it in 10 quarters since. The position peaked at $698K in Q3 2021. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • CWA Asset Management Group held 4,470 shares of Block Inc worth $340K as of Q2 2026.
  • CWA Asset Management Group bought 402 Block Inc shares in Q2 2026, an estimated $28.3K.
  • Block Inc made up 0.01% of CWA Asset Management Group's portfolio in Q2 2026, its #561 holding.
  • CWA Asset Management Group first reported a position in Block Inc in Q2 2020 and has held it in 10 quarters since.
  • CWA Asset Management Group's Block Inc position peaked at $698K in Q3 2021.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.