Plante Moran Financial Advisors’s Block Inc XYZ Stock Holding History

Plante Moran Financial Advisors’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	$2.89K	Buy	+38	New	+$2.67K	﹤0.01%	701
2025 Q4	–	Sell	-3	Closed	-$217	–	902
2025 Q3	$217	Buy	+3	New	+$225	﹤0.01%	767
2023 Q4	–	Sell	-11	Closed	-$487	–	902
2023 Q3	$487	Buy	+11	New	+$681	﹤0.01%	712
2022 Q3	–	Sell	-37	Closed	-$2K	–	1100
2022 Q2	$2K	Buy	+37	New	+$3.38K	﹤0.01%	862
2022 Q1	–	Sell	-100	Closed	-$16K	–	1035
2021 Q4	$16K	Sell	100 -29	-22%	-$6.28K	﹤0.01%	610
2021 Q3	$31K	Hold	129	–	–	0.01%	468
2021 Q2	$31K	Hold	129	–	–	0.01%	471
2021 Q1	$29K	Sell	129 -571	-82%	-$134K	0.01%	472
2020 Q4	$152K	Buy	+700	New	+$137K	0.05%	204
2018 Q3	–	Sell	-19	Closed	-$1K	–	857
2018 Q2	$1K	Sell	19 -7	-27%	-$385	﹤0.01%	786
2018 Q1	$1K	Hold	26	–	–	﹤0.01%	926
2017 Q4	$1K	Buy	+26	New	+$952	﹤0.01%	852
2016 Q3	–	Sell	-228	Closed	-$2K	–	1000
2016 Q2	$2K	Buy	+228	New	+$2.58K	﹤0.01%	823

Other funds holding XYZ

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Plante Moran Financial Advisors's XYZ Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Block Inc (XYZ) in Q2 2026: 38 shares worth $2.89K. The stake represents ﹤0.01% of the portfolio and ranks #701 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in XYZ as recently as Q3 2025.

Plante Moran Financial Advisors first reported a position in XYZ in Q2 2016 and has held it in 13 quarters since. The position peaked at $152K in Q4 2020. 593 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Plante Moran Financial Advisors held 38 shares of Block Inc worth $2.89K as of Q2 2026.
Block Inc was a new Plante Moran Financial Advisors position in Q2 2026.
Block Inc made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #701 holding.
Plante Moran Financial Advisors first reported a position in Block Inc in Q2 2016 and has held it in 13 quarters since.
Plante Moran Financial Advisors's Block Inc position peaked at $152K in Q4 2020.
593 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.