PlanVest Financial’s Block Inc XYZ Stock Holding History

PlanVest 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	$19.3K	Hold	254	–	–	0.01%	343
2026 Q1	$15.3K	Buy	+254	New	+$15.4K	0.01%	345

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

PlanVest Financial's XYZ Position: Q2 2026 in Review

PlanVest Financial held its Block Inc (XYZ) position steady in Q2 2026 at 254 shares worth $19.3K. The position accounts for 0.01% of the portfolio, ranked #343.

PlanVest Financial first reported a position in XYZ in Q1 2026 and has held it in 2 quarters since. 1,051 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

PlanVest Financial held 254 shares of Block Inc worth $19.3K as of Q2 2026.
PlanVest Financial left its Block Inc share count unchanged in Q2 2026.
Block Inc made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #343 holding.
PlanVest Financial first reported a position in Block Inc in Q1 2026 and has held it in 2 quarters since.
1,051 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.