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
Q2 		$18.1K Buy
238
+1
+0.4% +$70 ﹤0.01% 1829
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

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

Pinnacle Wealth Planning Services's XYZ Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Block Inc (XYZ) stake by 0.42% in Q2 2026, buying an estimated $70 and bringing the position to 238 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1829.

Pinnacle Wealth Planning Services first reported a position in XYZ in Q1 2018 and has held it in 20 quarters since. The position peaked at $835K in Q4 2021. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Pinnacle Wealth Planning Services held 238 shares of Block Inc worth $18.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 1 Block Inc share in Q2 2026, an estimated $70.
  • Block Inc made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1829 holding.
  • Pinnacle Wealth Planning Services first reported a position in Block Inc in Q1 2018 and has held it in 20 quarters since.
  • Pinnacle Wealth Planning Services's Block Inc position peaked at $835K in Q4 2021.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.