Estate Planners Group’s Block Inc XYZ Stock Holding History

Estate Planners Group’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	–	Sell	-10	Closed	-$651	–	455
2025 Q4	$651	Buy	+10	New	+$690	﹤0.01%	432

Other funds holding XYZ

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Estate Planners Group's XYZ Position: Q1 2026 in Review

Estate Planners Group sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 10 shares — an estimated $651 sold.

Estate Planners Group first reported a position in XYZ in Q4 2025 and held it in 1 quarter. The position peaked at $651 in Q4 2025. 995 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

Estate Planners Group reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 10 Block Inc shares in Q1 2026, an estimated $651.
Estate Planners Group first reported a position in Block Inc in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Block Inc position peaked at $651 in Q4 2025.
995 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.