FFM
XYZ

Forum Financial Management’s Block Inc XYZ Stock Holding History

Forum Financial Management’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 		– Sell
-10,703
Closed -$697K – 1025
2025
Q4 		$697K Sell
10,703
-9
-0.1% -$621 0.01% 347
2025
Q3 		$774K Buy
10,712
+1,675
+19% +$125K 0.01% 302
2025
Q2 		$614K Buy
9,037
+307
+4% +$17.9K 0.01% 340
2025
Q1 		$474K Buy
8,730
+514
+6% +$38.4K 0.01% 393
2024
Q4 		$698K Buy
8,216
+1,228
+18% +$101K 0.01% 280
2024
Q3 		$469K Sell
6,988
-22
-0.3% -$1.42K 0.01% 352
2024
Q2 		$452K Buy
7,010
+394
+6% +$27.6K 0.01% 339
2024
Q1 		$560K Buy
6,616
+22
+0.3% +$1.59K 0.01% 296
2023
Q4 		$510K Buy
6,594
+1,991
+43% +$113K 0.01% 287
2023
Q3 		$204K Buy
4,603
+618
+16% +$38.3K ﹤0.01% 590
2023
Q2 		$265K Buy
3,985
+47
+1% +$2.94K 0.01% 481
2023
Q1 		$270K Sell
3,938
-79
-2% -$5.91K 0.01% 439
2022
Q4 		$252K Buy
+4,017
New +$248K 0.01% 446
2022
Q3 		– Sell
-4,278
Closed -$263K – 607
2022
Q2 		$263K Buy
+4,278
New +$391K 0.01% 409
2022
Q1 		– Sell
-1,246
Closed -$201K – 683
2021
Q4 		$201K Buy
+1,246
New +$270K 0.01% 622

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Forum Financial Management's XYZ Position: Q1 2026 in Review

Forum Financial Management sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 10,703 shares — an estimated $697K sold.

Forum Financial Management first reported a position in XYZ in Q4 2021 and held it in 15 quarters. The position peaked at $774K in Q3 2025. 993 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Forum Financial Management reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 10,703 Block Inc shares in Q1 2026, an estimated $697K.
  • Forum Financial Management first reported a position in Block Inc in Q4 2021 and held it in 15 quarters.
  • Forum Financial Management's Block Inc position peaked at $774K in Q3 2025.
  • 993 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.