GPFA
XYZ

Game Plan Financial Advisors’s Block Inc XYZ Stock Holding History

Game Plan Financial 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 		$2.28K Buy
+30
New +$2.11K ﹤0.01% 302
2026
Q1 		– Sell
-25
Closed -$1.63K – 382
2025
Q4 		$1.63K Sell
25
-125
-83% -$8.62K ﹤0.01% 273
2025
Q3 		$10.8K Buy
150
+130
+650% +$9.73K ﹤0.01% 213
2025
Q2 		$1.36K Sell
20
-75
-79% -$4.36K ﹤0.01% 291
2025
Q1 		$5.16K Buy
+95
New +$7.09K ﹤0.01% 251
2024
Q4 		– Sell
-50
Closed -$3.36K – 407
2024
Q3 		$3.36K Hold
50
– – ﹤0.01% 290
2024
Q2 		$3.22K Buy
+50
New +$3.5K ﹤0.01% 287

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 $3.37T 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
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

Game Plan Financial Advisors's XYZ Position: Q2 2026 in Review

Game Plan Financial Advisors opened a new position in Block Inc (XYZ) in Q2 2026: 30 shares worth $2.28K. The stake represents ﹤0.01% of the portfolio and ranks #302 among its holdings. This is a return to the name: Game Plan Financial Advisors previously reported a position in XYZ as recently as Q4 2025.

Game Plan Financial Advisors first reported a position in XYZ in Q2 2024 and has held it in 7 quarters since. The position peaked at $10.8K in Q3 2025. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Game Plan Financial Advisors held 30 shares of Block Inc worth $2.28K as of Q2 2026.
  • Block Inc was a new Game Plan Financial Advisors position in Q2 2026.
  • Block Inc made up ﹤0.01% of Game Plan Financial Advisors's portfolio in Q2 2026, its #302 holding.
  • Game Plan Financial Advisors first reported a position in Block Inc in Q2 2024 and has held it in 7 quarters since.
  • Game Plan Financial Advisors's Block Inc position peaked at $10.8K in Q3 2025.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.