FNWA
XYZ

Financial Network Wealth Advisors’s Block Inc XYZ Stock Holding History

Financial Network Wealth Advisors’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 		$15.8K Buy
263
+122
+87% +$7.42K 0.02% 417
2025
Q4 		$9.18K Buy
141
+17
+14% +$1.17K 0.01% 480
2025
Q3 		$8.96K Buy
124
+41
+49% +$3.07K 0.01% 469
2025
Q2 		$5.64K Buy
83
+14
+20% +$815 0.01% 501
2025
Q1 		$3.75K Buy
69
+23
+50% +$1.72K ﹤0.01% 524
2024
Q4 		$3.91K Sell
46
-28
-38% -$2.3K 0.01% 367
2024
Q3 		$4.97K Buy
74
+15
+25% +$969 ﹤0.01% 526
2024
Q2 		$3.8K Buy
+59
New +$4.13K ﹤0.01% 621

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 $5.7T 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 $431B AUM 30.22% 1-Year Est. Return