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Dogwood Wealth Management’s Block Inc XYZ Stock Holding History

Dogwood 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 		$11K Buy
145
+31
+27% +$2.18K ﹤0.01% 369
2026
Q1 		$6.86K Buy
114
+61
+115% +$3.71K ﹤0.01% 409
2025
Q4 		$3.45K Sell
53
-32
-38% -$2.21K ﹤0.01% 481
2025
Q3 		$6.14K Buy
85
+52
+158% +$3.89K ﹤0.01% 360
2025
Q2 		$2.24K Buy
33
+27
+450% +$1.57K ﹤0.01% 552
2025
Q1 		$326 Buy
+6
New +$448 ﹤0.01% 488
2024
Q3 		– Hold
0
– – – 343
2024
Q2 		– Hold
0
– – – 413
2024
Q1 		– Hold
0
– – – 372
2023
Q4 		– Hold
0
– – – 351

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 $3.38T AUM 44.17% 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

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

Dogwood Wealth Management increased its Block Inc (XYZ) stake by 27% in Q2 2026, buying an estimated $2.18K and bringing the position to 145 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Dogwood Wealth Management first reported a position in XYZ in Q1 2025 and has held it in 6 quarters since. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Dogwood Wealth Management held 145 shares of Block Inc worth $11K as of Q2 2026.
  • Dogwood Wealth Management bought 31 Block Inc shares in Q2 2026, an estimated $2.18K.
  • Block Inc made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #369 holding.
  • Dogwood Wealth Management first reported a position in Block Inc in Q1 2025 and has held it in 6 quarters since.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.