Focus Partners Wealth
XYZ

Focus Partners Wealth’s Block Inc XYZ Stock Holding History

Focus Partners Wealth’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 		$3.28M Buy
43,094
+20,920
+94% +$1.47M ﹤0.01% 1137
2026
Q1 		$3.46M Buy
22,174
+6,140
+38% +$373K ﹤0.01% 1078
2025
Q4 		$1.07M Buy
16,034
+4,688
+41% +$323K ﹤0.01% 1611
2025
Q3 		$819K Sell
11,346
-2,222
-16% -$166K ﹤0.01% 1376
2025
Q2 		$922K Sell
13,568
-3,235
-19% -$188K ﹤0.01% 1178
2025
Q1 		$908K Sell
16,803
-5,015
-23% -$374K ﹤0.01% 1099
2024
Q4 		$1.85M Buy
21,818
+11,416
+110% +$937K ﹤0.01% 853
2024
Q3 		$698K Buy
+10,402
New +$672K ﹤0.01% 1043

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

Focus Partners Wealth's XYZ Position: Q2 2026 in Review

Focus Partners Wealth increased its Block Inc (XYZ) stake by 94% in Q2 2026, buying an estimated $1.47M and bringing the position to 43,094 shares worth $3.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Focus Partners Wealth first reported a position in XYZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.46M in Q1 2026. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Focus Partners Wealth held 43,094 shares of Block Inc worth $3.28M as of Q2 2026.
  • Focus Partners Wealth bought 20,920 Block Inc shares in Q2 2026, an estimated $1.47M.
  • Block Inc made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1137 holding.
  • Focus Partners Wealth first reported a position in Block Inc in Q3 2024 and has held it in 8 quarters since.
  • Focus Partners Wealth's Block Inc position peaked at $3.46M in Q1 2026.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.