MG
XYZ

Mather Group’s Block Inc XYZ Stock Holding History

Mather Group’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 		$145K Buy
1,905
+89
+5% +$6.26K ﹤0.01% 850
2026
Q1 		$109K Buy
+1,816
New +$110K ﹤0.01% 872
2025
Q4 		– Sell
-549
Closed -$39.7K – 1704
2025
Q3 		$39.7K Buy
+549
New +$41.1K ﹤0.01% 956
2025
Q2 		– Sell
-428
Closed -$23.2K – 1784
2025
Q1 		$23.2K Sell
428
-8
-2% -$597 ﹤0.01% 1060
2024
Q4 		$37.1K Buy
436
+34
+8% +$2.79K ﹤0.01% 931
2024
Q3 		$27K Sell
402
-1,278
-76% -$82.6K ﹤0.01% 1004
2024
Q2 		$142K Buy
1,680
+1,229
+273% +$86K ﹤0.01% 703
2024
Q1 		$34.9K Buy
+451
New +$32.6K ﹤0.01% 943
2022
Q2 		– Sell
-1,501
Closed -$204K – 483
2022
Q1 		$204K Sell
1,501
-642
-30% -$77.7K ﹤0.01% 433
2021
Q4 		$346K Buy
+2,143
New +$464K 0.01% 279

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

Mather Group's XYZ Position: Q2 2026 in Review

Mather Group increased its Block Inc (XYZ) stake by 4.9% in Q2 2026, buying an estimated $6.26K and bringing the position to 1,905 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Mather Group first reported a position in XYZ in Q4 2021 and has held it in 10 quarters since. The position peaked at $346K in Q4 2021. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Mather Group held 1,905 shares of Block Inc worth $145K as of Q2 2026.
  • Mather Group bought 89 Block Inc shares in Q2 2026, an estimated $6.26K.
  • Block Inc made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #850 holding.
  • Mather Group first reported a position in Block Inc in Q4 2021 and has held it in 10 quarters since.
  • Mather Group's Block Inc position peaked at $346K in Q4 2021.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.