Portside Wealth Group’s Block Inc XYZ Stock Holding History

Portside Wealth Group’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	$732K	Buy	9,627 +579	+6%	+$40.7K	0.09%	234
2026 Q1	$545K	Buy	9,048 +1,516	+20%	+$92.2K	0.07%	241
2025 Q4	$490K	Buy	7,532 +1,051	+16%	+$72.5K	0.07%	268
2025 Q3	$468K	Buy	6,481 +906	+16%	+$67.8K	0.06%	267
2025 Q2	$379K	Buy	5,575 +453	+9%	+$26.4K	0.06%	292
2025 Q1	$278K	Buy	5,122 +596	+13%	+$44.5K	0.05%	356
2024 Q4	$385K	Buy	4,526 +426	+10%	+$34.9K	0.06%	270
2024 Q3	$275K	Buy	4,100 +496	+14%	+$32K	0.05%	323
2024 Q2	$232K	Buy	3,604 +130	+4%	+$9.09K	0.04%	315
2024 Q1	$294K	Buy	3,474 +309	+10%	+$22.4K	0.05%	278
2023 Q4	$245K	Buy	+3,165	New	+$179K	0.05%	303

Other funds holding XYZ

HAM

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Portside Wealth Group's XYZ Position: Q2 2026 in Review

Portside Wealth Group increased its Block Inc (XYZ) stake by 6.4% in Q2 2026, buying an estimated $40.7K and bringing the position to 9,627 shares worth $732K. The position accounts for 0.09% of the portfolio, ranked #234.

Portside Wealth Group first reported a position in XYZ in Q4 2023 and has held it in 11 quarters since. 124 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Portside Wealth Group held 9,627 shares of Block Inc worth $732K as of Q2 2026.
Portside Wealth Group bought 579 Block Inc shares in Q2 2026, an estimated $40.7K.
Block Inc made up 0.09% of Portside Wealth Group's portfolio in Q2 2026, its #234 holding.
Portside Wealth Group first reported a position in Block Inc in Q4 2023 and has held it in 11 quarters since.
124 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.