EF
XYZ

Evanson Financial’s Block Inc XYZ Stock Holding History

Evanson Financial’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 		$1.68M Buy
+22,160
New +$1.56M 0.08% 107

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

Evanson Financial's XYZ Position: Q2 2026 in Review

Evanson Financial opened a new position in Block Inc (XYZ) in Q2 2026: 22,160 shares worth $1.68M. The stake represents 0.08% of the portfolio and ranks #107 among its holdings.

1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Evanson Financial held 22,160 shares of Block Inc worth $1.68M as of Q2 2026.
  • Block Inc was a new Evanson Financial position in Q2 2026.
  • Block Inc made up 0.08% of Evanson Financial's portfolio in Q2 2026, its #107 holding.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.