FP
XYZ

Financial Perspectives’s Block Inc XYZ Stock Holding History

Financial Perspectives’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 		$175K Hold
2,300
– – 0.04% 184
2026
Q1 		$138K Hold
2,300
– – 0.04% 207
2025
Q4 		$150K Hold
2,300
– – 0.04% 187
2025
Q3 		$166K Hold
2,300
– – 0.05% 177
2025
Q2 		$156K Buy
2,300
+38
+2% +$2.21K 0.05% 171
2025
Q1 		$125K Sell
2,262
-38
-2% -$2.84K 0.04% 190
2024
Q4 		$195K Hold
2,300
– – 0.07% 144
2024
Q3 		$154K Hold
2,300
– – 0.05% 163
2024
Q2 		$148K Hold
2,300
– – 0.05% 163
2024
Q1 		$195K Buy
2,300
+155
+7% +$11.2K 0.07% 141
2023
Q4 		$166K Hold
2,145
– – 0.07% 152
2023
Q3 		$94.9K Buy
2,145
+395
+23% +$24.5K 0.04% 190
2023
Q2 		$116K Sell
1,750
-20
-1% -$1.25K 0.05% 171
2023
Q1 		$122K Hold
1,770
– – 0.06% 164
2022
Q4 		$111K Hold
1,770
– – 0.06% 164
2022
Q3 		$97.3K Buy
1,770
+1
+0.1% +$71 0.05% 173
2022
Q2 		$109K Hold
1,769
– – 0.06% 164
2022
Q1 		$240K Buy
1,769
+20
+1% +$2.42K 0.11% 115
2021
Q4 		$282K Sell
1,749
-30
-2% -$6.5K 0.13% 99
2021
Q3 		$427K Hold
1,779
– – 0.21% 69
2021
Q2 		$434K Buy
1,779
+8
+0.5% +$1.85K 0.21% 76
2021
Q1 		$402K Buy
1,771
+22
+1% +$5.15K 0.22% 75
2020
Q4 		$381K Hold
1,749
– – 0.22% 70
2020
Q3 		$284K Hold
1,749
– – 0.19% 74
2020
Q2 		$184K Hold
1,749
– – 0.13% 92
2020
Q1 		$91.6K Buy
1,749
+162
+10% +$11.1K 0.07% 120
2019
Q4 		$99.3K Buy
+1,587
New +$101K 0.07% 122

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 Perspectives's XYZ Position: Q2 2026 in Review

Financial Perspectives held its Block Inc (XYZ) position steady in Q2 2026 at 2,300 shares worth $175K. The position accounts for 0.04% of the portfolio, ranked #184.

Financial Perspectives first reported a position in XYZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $434K in Q2 2021. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Financial Perspectives held 2,300 shares of Block Inc worth $175K as of Q2 2026.
  • Financial Perspectives left its Block Inc share count unchanged in Q2 2026.
  • Block Inc made up 0.04% of Financial Perspectives's portfolio in Q2 2026, its #184 holding.
  • Financial Perspectives first reported a position in Block Inc in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's Block Inc position peaked at $434K in Q2 2021.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.