PFS Partners’s Block Inc XYZ Stock Holding History

PFS Partners’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	$15.2K	Hold	200	–	–	0.01%	340
2026 Q1	$12K	Hold	200	–	–	0.01%	335
2025 Q4	$13K	Hold	200	–	–	0.01%	326
2025 Q3	$14.5K	Hold	200	–	–	0.01%	302
2025 Q2	$13.6K	Hold	200	–	–	0.01%	282
2025 Q1	$10.9K	Buy	200 +50	+33%	+$3.73K	0.01%	280
2024 Q4	$12.7K	Hold	150	–	–	0.01%	264
2024 Q3	$10.1K	Hold	150	–	–	0.01%	287
2024 Q2	$9.67K	Hold	150	–	–	0.01%	274
2024 Q1	$12.7K	Hold	150	–	–	0.01%	248
2023 Q4	$11.6K	Buy	150 +50	+50%	+$2.83K	0.01%	255
2023 Q3	$4.43K	Buy	100 +50	+100%	+$3.1K	﹤0.01%	351
2023 Q2	$3.33K	Hold	50	–	–	﹤0.01%	392
2023 Q1	$3.43K	Hold	50	–	–	﹤0.01%	301
2022 Q4	$3.14K	Hold	50	–	–	﹤0.01%	294
2022 Q3	$2.75K	Hold	50	–	–	﹤0.01%	291
2022 Q2	$3.07K	Buy	+50	New	+$4.57K	﹤0.01%	277

Other funds holding XYZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

PFS Partners's XYZ Position: Q2 2026 in Review

PFS Partners held its Block Inc (XYZ) position steady in Q2 2026 at 200 shares worth $15.2K. The position accounts for 0.01% of the portfolio, ranked #340.

PFS Partners first reported a position in XYZ in Q2 2022 and has held it in 17 quarters since. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

PFS Partners held 200 shares of Block Inc worth $15.2K as of Q2 2026.
PFS Partners left its Block Inc share count unchanged in Q2 2026.
Block Inc made up 0.01% of PFS Partners's portfolio in Q2 2026, its #340 holding.
PFS Partners first reported a position in Block Inc in Q2 2022 and has held it in 17 quarters since.
1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.