FC
XYZ

Financial Consulate’s Block Inc XYZ Stock Holding History

Financial Consulate’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 		$7.76K Sell
129
-23
-15% -$1.4K ﹤0.01% 693
2025
Q4 		$9.89K Hold
152
– – ﹤0.01% 611
2025
Q3 		$11K Buy
+152
New +$11.4K ﹤0.01% 543

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Consulate's XYZ Position: Q1 2026 in Review

Financial Consulate reduced its Block Inc (XYZ) stake by 15% in Q1 2026, selling an estimated $1.4K and leaving 129 shares worth $7.76K. The position accounts for ﹤0.01% of the portfolio, ranked #693.

Financial Consulate first reported a position in XYZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $11K in Q3 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Financial Consulate held 129 shares of Block Inc worth $7.76K as of Q1 2026.
  • Financial Consulate sold 23 Block Inc shares in Q1 2026, an estimated $1.4K.
  • Block Inc made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #693 holding.
  • Financial Consulate first reported a position in Block Inc in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's Block Inc position peaked at $11K in Q3 2025.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.