PWPS
XYZ

Pinnacle Wealth Planning Services’s Block Inc XYZ Stock Holding History

Pinnacle Wealth Planning 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 		$14.2K Sell
237
-3,857
-94% -$235K ﹤0.01% 1861
2025
Q4 		$266K Buy
4,094
+28
+0.7% +$1.93K 0.03% 364
2025
Q3 		$294K Sell
4,066
-105
-3% -$7.86K 0.03% 324
2025
Q2 		$283K Sell
4,171
-105
-2% -$6.11K 0.04% 317
2025
Q1 		$232K Sell
4,276
-28
-0.7% -$2.09K 0.03% 321
2024
Q4 		$366K Buy
4,304
+85
+2% +$6.97K 0.06% 209
2024
Q3 		$283K Buy
4,219
+108
+3% +$6.98K 0.04% 322
2024
Q2 		$265K Buy
4,111
+2
+0% +$140 0.04% 322
2024
Q1 		$348K Sell
4,109
-4
-0.1% -$289 0.05% 262
2023
Q4 		$318K Buy
+4,113
New +$233K 0.05% 257
2023
Q3 		– Sell
-4,184
Closed -$279K – 488
2023
Q2 		$279K Sell
4,184
-85
-2% -$5.31K 0.05% 279
2023
Q1 		$293K Buy
4,269
+594
+16% +$44.5K 0.05% 276
2022
Q4 		$231K Buy
+3,675
New +$227K 0.04% 327
2022
Q3 		– Sell
-3,533
Closed -$217K – 454
2022
Q2 		$217K Buy
3,533
+33
+0.9% +$3.02K 0.04% 329
2022
Q1 		$475K Sell
3,500
-1,669
-32% -$202K 0.09% 173
2021
Q4 		$835K Buy
+5,169
New +$1.12M 0.16% 94
2021
Q1 		– Sell
-176
Closed -$38K – 2028
2020
Q4 		$38K Buy
+176
New +$34.3K 0.01% 920
2018
Q3 		– Sell
-4,595
Closed -$283K – 187
2018
Q2 		$283K Sell
4,595
-194
-4% -$10.7K 0.27% 123
2018
Q1 		$237K Buy
+4,789
New +$220K 0.24% 137

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 $5.72T 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 $432B AUM 30.22% 1-Year Est. Return

Pinnacle Wealth Planning Services's XYZ Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Block Inc (XYZ) stake by 94% in Q1 2026, selling an estimated $235K and leaving 237 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1861.

Pinnacle Wealth Planning Services first reported a position in XYZ in Q1 2018 and has held it in 19 quarters since. The position peaked at $835K in Q4 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Pinnacle Wealth Planning Services held 237 shares of Block Inc worth $14.2K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 3,857 Block Inc shares in Q1 2026, an estimated $235K.
  • Block Inc made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1861 holding.
  • Pinnacle Wealth Planning Services first reported a position in Block Inc in Q1 2018 and has held it in 19 quarters since.
  • Pinnacle Wealth Planning Services's Block Inc position peaked at $835K in Q4 2021.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.