PI
XYZ

PFG Investments’s Block Inc XYZ Stock Holding History

PFG Investments’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 		$609K Sell
8,007
-540
-6% -$38K 0.02% 584
2026
Q1 		$514K Sell
8,547
-1,140
-12% -$69.3K 0.02% 591
2025
Q4 		$631K Sell
9,687
-6,796
-41% -$469K 0.03% 482
2025
Q3 		$1.19M Buy
16,483
+5,570
+51% +$417K 0.06% 284
2025
Q2 		$741K Sell
10,913
-1,654
-13% -$96.2K 0.04% 390
2025
Q1 		$683K Sell
12,567
-2,128
-14% -$159K 0.04% 390
2024
Q4 		$1.25M Sell
14,695
-975
-6% -$80K 0.08% 242
2024
Q3 		$1.05M Sell
15,670
-448
-3% -$28.9K 0.07% 293
2024
Q2 		$1.04M Sell
16,118
-1,256
-7% -$87.9K 0.07% 255
2024
Q1 		$1.47M Buy
17,374
+6,290
+57% +$455K 0.09% 253
2023
Q4 		$857K Sell
11,084
-418
-4% -$23.6K 0.16% 152
2023
Q3 		$509K Sell
11,502
-637
-5% -$39.4K 0.1% 224
2023
Q2 		$808K Sell
12,139
-1,243
-9% -$77.7K 0.14% 154
2023
Q1 		$919K Buy
+13,382
New +$1M 0.19% 119

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

PFG Investments's XYZ Position: Q2 2026 in Review

PFG Investments reduced its Block Inc (XYZ) stake by 6.3% in Q2 2026, selling an estimated $38K and leaving 8,007 shares worth $609K. The position accounts for 0.02% of the portfolio, ranked #584.

PFG Investments first reported a position in XYZ in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.47M in Q1 2024. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • PFG Investments held 8,007 shares of Block Inc worth $609K as of Q2 2026.
  • PFG Investments sold 540 Block Inc shares in Q2 2026, an estimated $38K.
  • Block Inc made up 0.02% of PFG Investments's portfolio in Q2 2026, its #584 holding.
  • PFG Investments first reported a position in Block Inc in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's Block Inc position peaked at $1.47M in Q1 2024.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.