Frank Rimerman Advisors’s Block Inc XYZ Stock Holding History

Frank Rimerman Advisors’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	$581K	Buy	7,651 +6	+0.1%	+$422	0.03%	377
2026 Q1	$460K	Buy	+7,645	New	+$465K	0.03%	400
2025 Q4	–	Sell	-5,654	Closed	-$409K	–	653
2025 Q3	$409K	Buy	5,654 +2,368	+72%	+$177K	0.03%	405
2025 Q2	$223K	Sell	3,286 -592	-15%	-$34.4K	0.02%	522
2025 Q1	$211K	Buy	3,878 +225	+6%	+$16.8K	0.02%	491
2024 Q4	$310K	Buy	3,653 +38	+1%	+$3.12K	0.02%	403
2024 Q3	$243K	Sell	3,615 -83	-2%	-$5.36K	0.02%	470
2024 Q2	$238K	Buy	+3,698	New	+$259K	0.02%	491
2021 Q1	–	Sell	-2,300	Closed	-$501K	–	90
2020 Q4	$501K	Buy	+2,300	New	+$449K	0.23%	44

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

Frank Rimerman Advisors's XYZ Position: Q2 2026 in Review

Frank Rimerman Advisors increased its Block Inc (XYZ) stake by 0.08% in Q2 2026, buying an estimated $422 and bringing the position to 7,651 shares worth $581K. The position accounts for 0.03% of the portfolio, ranked #377.

Frank Rimerman Advisors first reported a position in XYZ in Q4 2020 and has held it in 9 quarters since. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Frank Rimerman Advisors held 7,651 shares of Block Inc worth $581K as of Q2 2026.
Frank Rimerman Advisors bought 6 Block Inc shares in Q2 2026, an estimated $422.
Block Inc made up 0.03% of Frank Rimerman Advisors's portfolio in Q2 2026, its #377 holding.
Frank Rimerman Advisors first reported a position in Block Inc in Q4 2020 and has held it in 9 quarters since.
1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.