DWM
XYZ

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
Q4 		– Hold
0
– -$5 – 664
2024
Q3 		– Hold
0
– – – 343
2024
Q2 		– Hold
0
– – – 413
2024
Q1 		– Hold
0
– – – 372
2023
Q4 		– Hold
0
– – – 351

Other funds holding XYZ

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return