KWM
XYZ

Kingsview Wealth Management’s Block Inc XYZ Stock Holding History

Kingsview 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
2021
Q1 		– Sell
-500
Closed -$1K – 945
2020
Q4 		$1K Buy
+500
New +$97.5K ﹤0.01% 728

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

Kingsview Wealth Management's XYZ Position: Q2 2026 in Review

Kingsview Wealth Management opened a new position in Block Inc (XYZ) in Q2 2026: 2,709 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #1349 among its holdings. This is a return to the name: Kingsview Wealth Management previously reported a position in XYZ as recently as Q4 2025.

Kingsview Wealth Management first reported a position in XYZ in Q4 2017 and has held it in 23 quarters since. The position peaked at $2.6M in Q1 2021. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Kingsview Wealth Management held 2,709 shares of Block Inc worth $206K as of Q2 2026.
  • Block Inc was a new Kingsview Wealth Management position in Q2 2026.
  • Block Inc made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1349 holding.
  • Kingsview Wealth Management first reported a position in Block Inc in Q4 2017 and has held it in 23 quarters since.
  • Kingsview Wealth Management's Block Inc position peaked at $2.6M in Q1 2021.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.