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Kohmann Bosshard Financial Services’s Block Inc XYZ Stock Holding History

Kohmann Bosshard 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
Q1 		– Sell
-25
Closed -$1.63K – 648
2025
Q4 		$1.63K Buy
+25
New +$1.73K ﹤0.01% 977
2025
Q1 		– Sell
-105
Closed -$8.92K – 805
2024
Q4 		$8.92K Buy
+105
New +$8.61K ﹤0.01% 508

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kohmann Bosshard Financial Services's XYZ Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 25 shares — an estimated $1.63K sold.

Kohmann Bosshard Financial Services first reported a position in XYZ in Q4 2024 and held it in 2 quarters. The position peaked at $8.92K in Q4 2024. 995 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 25 Block Inc shares in Q1 2026, an estimated $1.63K.
  • Kohmann Bosshard Financial Services first reported a position in Block Inc in Q4 2024 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's Block Inc position peaked at $8.92K in Q4 2024.
  • 995 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.