DF
XYZ

DecisionPoint Financial’s Block Inc XYZ Stock Holding History

DecisionPoint Financial’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
Q1 		$241 Hold
4
– – ﹤0.01% 602
2025
Q4 		$261 Hold
4
– – ﹤0.01% 651
2025
Q3 		$294 Hold
4
– – ﹤0.01% 574
2025
Q2 		$274 Buy
+4
New +$233 ﹤0.01% 568
2023
Q2 		– Sell
-1,115
Closed -$76.5K – 218
2023
Q1 		$76.5K Hold
1,115
– – 0.04% 47
2022
Q4 		$70.1K Buy
+1,115
New +$68.8K 0.04% 45

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

DecisionPoint Financial's XYZ Position: Q1 2026 in Review

DecisionPoint Financial held its Block Inc (XYZ) position steady in Q1 2026 at 4 shares worth $241. The position accounts for ﹤0.01% of the portfolio, ranked #602.

DecisionPoint Financial first reported a position in XYZ in Q4 2022 and has held it in 6 quarters since. The position peaked at $76.5K in Q1 2023. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • DecisionPoint Financial held 4 shares of Block Inc worth $241 as of Q1 2026.
  • DecisionPoint Financial left its Block Inc share count unchanged in Q1 2026.
  • Block Inc made up ﹤0.01% of DecisionPoint Financial's portfolio in Q1 2026, its #602 holding.
  • DecisionPoint Financial first reported a position in Block Inc in Q4 2022 and has held it in 6 quarters since.
  • DecisionPoint Financial's Block Inc position peaked at $76.5K in Q1 2023.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.