PGF
XYZ

Plan Group Financial’s Block Inc XYZ Stock Holding History

Plan Group Financial’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 		$241K Buy
+3,169
New +$223K 0.05% 209

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

Plan Group Financial's XYZ Position: Q2 2026 in Review

Plan Group Financial opened a new position in Block Inc (XYZ) in Q2 2026: 3,169 shares worth $241K. The stake represents 0.05% of the portfolio and ranks #209 among its holdings.

1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Plan Group Financial held 3,169 shares of Block Inc worth $241K as of Q2 2026.
  • Block Inc was a new Plan Group Financial position in Q2 2026.
  • Block Inc made up 0.05% of Plan Group Financial's portfolio in Q2 2026, its #209 holding.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.