GS
XYZ

GWN Securities’s Block Inc XYZ Stock Holding History

GWN Securities’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 		$389K Buy
+5,123
New +$360K 0.07% 345
2026
Q1 		– Sell
-3,416
Closed -$222K – 498
2025
Q4 		$222K Buy
+3,416
New +$236K 0.05% 401

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

GWN Securities's XYZ Position: Q2 2026 in Review

GWN Securities opened a new position in Block Inc (XYZ) in Q2 2026: 5,123 shares worth $389K. The stake represents 0.07% of the portfolio and ranks #345 among its holdings. This is a return to the name: GWN Securities previously reported a position in XYZ as recently as Q4 2025.

GWN Securities first reported a position in XYZ in Q4 2025 and has held it in 2 quarters since. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • GWN Securities held 5,123 shares of Block Inc worth $389K as of Q2 2026.
  • Block Inc was a new GWN Securities position in Q2 2026.
  • Block Inc made up 0.07% of GWN Securities's portfolio in Q2 2026, its #345 holding.
  • GWN Securities first reported a position in Block Inc in Q4 2025 and has held it in 2 quarters since.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.