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Hughes Financial Services’s Block Inc XYZ Stock Holding History

Hughes Financial Services’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 		$4.03K Buy
53
+3
+6% +$211 ﹤0.01% 573
2026
Q1 		$3.01K Buy
50
+11
+28% +$669 ﹤0.01% 511
2025
Q4 		$2.54K Sell
39
-17
-30% -$1.17K ﹤0.01% 496
2025
Q3 		$3.74K Hold
56
– – ﹤0.01% 438
2025
Q2 		$4.26K Buy
56
+32
+133% +$1.86K ﹤0.01% 424
2025
Q1 		$1.33K Buy
+24
New +$1.79K ﹤0.01% 656

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 $1.88T 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

Hughes Financial Services's XYZ Position: Q2 2026 in Review

Hughes Financial Services increased its Block Inc (XYZ) stake by 6% in Q2 2026, buying an estimated $211 and bringing the position to 53 shares worth $4.03K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Hughes Financial Services first reported a position in XYZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.26K in Q2 2025. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Hughes Financial Services held 53 shares of Block Inc worth $4.03K as of Q2 2026.
  • Hughes Financial Services bought 3 Block Inc shares in Q2 2026, an estimated $211.
  • Block Inc made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #573 holding.
  • Hughes Financial Services first reported a position in Block Inc in Q1 2025 and has held it in 6 quarters since.
  • Hughes Financial Services's Block Inc position peaked at $4.26K in Q2 2025.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.