KFP
XYZ

Kerr Financial Planning’s Block Inc XYZ Stock Holding History

Kerr Financial Planning’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 		$456 Buy
6
+1
+20% +$70 ﹤0.01% 498
2026
Q1 		$350 Hold
5
– – ﹤0.01% 491
2025
Q4 		$270 Sell
5
-1
-17% -$69 ﹤0.01% 481
2025
Q3 		$359 Buy
+6
New +$449 ﹤0.01% 533

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

Kerr Financial Planning's XYZ Position: Q2 2026 in Review

Kerr Financial Planning increased its Block Inc (XYZ) stake by 20% in Q2 2026, buying an estimated $70 and bringing the position to 6 shares worth $456. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Kerr Financial Planning first reported a position in XYZ in Q3 2025 and has held it in 4 quarters since. 1,072 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Kerr Financial Planning held 6 shares of Block Inc worth $456 as of Q2 2026.
  • Kerr Financial Planning bought 1 Block Inc share in Q2 2026, an estimated $70.
  • Block Inc made up ﹤0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #498 holding.
  • Kerr Financial Planning first reported a position in Block Inc in Q3 2025 and has held it in 4 quarters since.
  • 1,072 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.