FWI
XYZ

Facet Wealth Inc’s Block Inc XYZ Stock Holding History

Facet Wealth Inc’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 		$238K Buy
+3,133
New +$220K ﹤0.01% 359
2025
Q1 		– Sell
-23,037
Closed -$1.97M – 149
2024
Q4 		$1.97M Buy
23,037
+121
+0.5% +$9.93K 0.05% 57
2024
Q3 		$1.65M Buy
+22,916
New +$1.48M 0.05% 56

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

Facet Wealth Inc's XYZ Position: Q2 2026 in Review

Facet Wealth Inc opened a new position in Block Inc (XYZ) in Q2 2026: 3,133 shares worth $238K. The stake represents ﹤0.01% of the portfolio and ranks #359 among its holdings. This is a return to the name: Facet Wealth Inc previously reported a position in XYZ as recently as Q4 2024.

Facet Wealth Inc first reported a position in XYZ in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.97M in Q4 2024. 1,081 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Facet Wealth Inc held 3,133 shares of Block Inc worth $238K as of Q2 2026.
  • Block Inc was a new Facet Wealth Inc position in Q2 2026.
  • Block Inc made up ﹤0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #359 holding.
  • Facet Wealth Inc first reported a position in Block Inc in Q3 2024 and has held it in 3 quarters since.
  • Facet Wealth Inc's Block Inc position peaked at $1.97M in Q4 2024.
  • 1,081 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.