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
Q1 		$109K Buy
+1,816
New +$110K ﹤0.01% 872
2025
Q4 		– Sell
-549
Closed -$39.7K – 1706
2025
Q3 		$39.7K Buy
+549
New +$41.1K ﹤0.01% 956
2025
Q2 		– Sell
-428
Closed -$23.2K – 1788
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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return