GSWM
XYZ

Golden State Wealth Management’s Block Inc XYZ Stock Holding History

Golden State Wealth 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
Q2 		$43.3K Sell
570
-22
-4% -$1.55K ﹤0.01% 761
2026
Q1 		$35.6K Sell
592
-65
-10% -$3.95K ﹤0.01% 772
2025
Q4 		$42.8K Sell
657
-154
-19% -$10.6K ﹤0.01% 730
2025
Q3 		$58.6K Buy
811
+80
+11% +$5.99K 0.01% 635
2025
Q2 		$49.7K Buy
731
+99
+16% +$5.76K 0.01% 646
2025
Q1 		$34.3K Buy
632
+21
+3% +$1.57K 0.01% 676
2024
Q4 		$51.9K Buy
+611
New +$50.1K 0.01% 570
2020
Q2 		– Sell
-620
Closed -$32K – 984
2020
Q1 		$32K Buy
+620
New +$42.4K 0.01% 430
2019
Q4 		– Sell
-1,516
Closed -$94K – 1011
2019
Q3 		$94K Buy
1,516
+150
+11% +$10.2K 0.03% 326
2019
Q2 		$99K Buy
1,366
+901
+194% +$62.9K 0.03% 337
2019
Q1 		$35K Buy
+465
New +$33.7K 0.01% 523

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

Golden State Wealth Management's XYZ Position: Q2 2026 in Review

Golden State Wealth Management reduced its Block Inc (XYZ) stake by 3.7% in Q2 2026, selling an estimated $1.55K and leaving 570 shares worth $43.3K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

Golden State Wealth Management first reported a position in XYZ in Q1 2019 and has held it in 11 quarters since. The position peaked at $99K in Q2 2019. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Golden State Wealth Management held 570 shares of Block Inc worth $43.3K as of Q2 2026.
  • Golden State Wealth Management sold 22 Block Inc shares in Q2 2026, an estimated $1.55K.
  • Block Inc made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #761 holding.
  • Golden State Wealth Management first reported a position in Block Inc in Q1 2019 and has held it in 11 quarters since.
  • Golden State Wealth Management's Block Inc position peaked at $99K in Q2 2019.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.