Forum Finance Group’s Block Inc XYZ Stock Holding History

Forum Finance Group’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	$18K	Hold	300	–	–	0.01%	276
2026 Q1	$14K	Buy	+300	New	+$18.2K	0.01%	264

Other funds holding XYZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Forum Finance Group's XYZ Position: Q2 2026 in Review

Forum Finance Group held its Block Inc (XYZ) position steady in Q2 2026 at 300 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #276.

Forum Finance Group first reported a position in XYZ in Q1 2026 and has held it in 2 quarters since. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Forum Finance Group held 300 shares of Block Inc worth $18K as of Q2 2026.
Forum Finance Group left its Block Inc share count unchanged in Q2 2026.
Block Inc made up 0.01% of Forum Finance Group's portfolio in Q2 2026, its #276 holding.
Forum Finance Group first reported a position in Block Inc in Q1 2026 and has held it in 2 quarters since.
1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.