EFP
XYZ

Elser Financial Planning’s Block Inc XYZ Stock Holding History

Elser Financial Planning’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 		$216K Buy
+2,450
New +$172K 0.01% 121

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

Elser Financial Planning's XYZ Position: Q2 2026 in Review

Elser Financial Planning opened a new position in Block Inc (XYZ) in Q2 2026: 2,450 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #121 among its holdings.

1,077 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Elser Financial Planning held 2,450 shares of Block Inc worth $216K as of Q2 2026.
  • Block Inc was a new Elser Financial Planning position in Q2 2026.
  • Block Inc made up 0.01% of Elser Financial Planning's portfolio in Q2 2026, its #121 holding.
  • 1,077 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.