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
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

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

Focus Partners Wealth's XYZ Position: Q1 2026 in Review

Focus Partners Wealth increased its Block Inc (XYZ) stake by 38% in Q1 2026, buying an estimated $373K and bringing the position to 22,174 shares worth $3.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

Focus Partners Wealth first reported a position in XYZ in Q3 2024 and has held it in 7 quarters since. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Focus Partners Wealth held 22,174 shares of Block Inc worth $3.46M as of Q1 2026.
  • Focus Partners Wealth bought 6,140 Block Inc shares in Q1 2026, an estimated $373K.
  • Block Inc made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1078 holding.
  • Focus Partners Wealth first reported a position in Block Inc in Q3 2024 and has held it in 7 quarters since.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.