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
Q2 		$9.8K Hold
129
– – ﹤0.01% 683
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

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

Financial Consulate's XYZ Position: Q2 2026 in Review

Financial Consulate held its Block Inc (XYZ) position steady in Q2 2026 at 129 shares worth $9.8K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

Financial Consulate first reported a position in XYZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $11K in Q3 2025. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Financial Consulate held 129 shares of Block Inc worth $9.8K as of Q2 2026.
  • Financial Consulate left its Block Inc share count unchanged in Q2 2026.
  • Block Inc made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #683 holding.
  • Financial Consulate first reported a position in Block Inc in Q3 2025 and has held it in 4 quarters since.
  • Financial Consulate's Block Inc position peaked at $11K in Q3 2025.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.