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
Q2 		$958K Buy
12,600
+2,268
+22% +$159K 0.01% 194
2026
Q1 		$622K Buy
+10,332
New +$628K 0.01% 218

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

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

Dynasty Wealth Management increased its Block Inc (XYZ) stake by 22% in Q2 2026, buying an estimated $159K and bringing the position to 12,600 shares worth $958K. The position accounts for 0.01% of the portfolio, ranked #194.

Dynasty Wealth Management first reported a position in XYZ in Q1 2026 and has held it in 2 quarters since. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Dynasty Wealth Management held 12,600 shares of Block Inc worth $958K as of Q2 2026.
  • Dynasty Wealth Management bought 2,268 Block Inc shares in Q2 2026, an estimated $159K.
  • Block Inc made up 0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #194 holding.
  • Dynasty Wealth Management first reported a position in Block Inc in Q1 2026 and has held it in 2 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.