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BFC Planning, Inc.’s Block Inc XYZ Stock Holding History

BFC Planning, Inc.’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 		$3.91M Buy
51,507
+14,638
+40% +$1.03M 0.16% 141
2026
Q1 		$2.22M Sell
36,869
-18,343
-33% -$1.12M 0.1% 213
2025
Q4 		$3.59M Buy
55,212
+51,358
+1,333% +$3.54M 0.16% 135
2025
Q3 		$279K Sell
3,854
-540
-12% -$40.4K 0.02% 552
2025
Q2 		$298K Sell
4,394
-3,827
-47% -$223K 0.02% 491
2025
Q1 		$447K Sell
8,221
-949
-10% -$70.8K 0.04% 358
2024
Q4 		$779K Buy
+9,170
New +$752K 0.06% 247

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 $3.38T AUM 44.17% 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 $1.92T AUM 36.1% 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

BFC Planning, Inc.'s XYZ Position: Q2 2026 in Review

BFC Planning, Inc. increased its Block Inc (XYZ) stake by 40% in Q2 2026, buying an estimated $1.03M and bringing the position to 51,507 shares worth $3.91M. The position accounts for 0.16% of the portfolio, ranked #141.

BFC Planning, Inc. first reported a position in XYZ in Q4 2024 and has held it in 7 quarters since. 1,091 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • BFC Planning, Inc. held 51,507 shares of Block Inc worth $3.91M as of Q2 2026.
  • BFC Planning, Inc. bought 14,638 Block Inc shares in Q2 2026, an estimated $1.03M.
  • Block Inc made up 0.16% of BFC Planning, Inc.'s portfolio in Q2 2026, its #141 holding.
  • BFC Planning, Inc. first reported a position in Block Inc in Q4 2024 and has held it in 7 quarters since.
  • 1,091 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.