DWM
XYZ

Dynasty Wealth Management’s Block Inc XYZ Stock Holding History

Dynasty 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
Q1 		$622K Buy
+10,332
New +$628K 0.01% 218

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

Dynasty Wealth Management's XYZ Position: Q1 2026 in Review

Dynasty Wealth Management opened a new position in Block Inc (XYZ) in Q1 2026: 10,332 shares worth $622K. The stake represents 0.01% of the portfolio and ranks #218 among its holdings.

986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Dynasty Wealth Management held 10,332 shares of Block Inc worth $622K as of Q1 2026.
  • Block Inc was a new Dynasty Wealth Management position in Q1 2026.
  • Block Inc made up 0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #218 holding.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.