PWMG
XYZ

Prestige Wealth Management Group’s Block Inc XYZ Stock Holding History

Prestige Wealth Management 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
Q1 		– Sell
-51
Closed -$3.32K – 1181
2025
Q4 		$3.32K Buy
+51
New +$3.52K ﹤0.01% 663
2025
Q3 		– Sell
-50
Closed -$3.4K – 1039
2025
Q2 		$3.4K Buy
+50
New +$2.91K ﹤0.01% 638
2025
Q1 		– Sell
-100
Closed -$8.5K – 1073
2024
Q4 		$8.5K Buy
+100
New +$8.2K ﹤0.01% 487
2024
Q3 		– Sell
-15
Closed -$968 – 1056
2024
Q2 		$968 Sell
15
-150
-91% -$10.5K ﹤0.01% 835
2024
Q1 		$14K Hold
165
– – ﹤0.01% 397
2023
Q4 		$12.8K Hold
165
– – ﹤0.01% 404
2023
Q3 		$7.3K Hold
165
– – ﹤0.01% 500
2023
Q2 		$11K Hold
165
– – ﹤0.01% 446
2023
Q1 		$11.3K Sell
165
-1,713
-91% -$128K ﹤0.01% 417
2022
Q4 		$118K Buy
1,878
+13
+0.7% +$802 0.03% 177
2022
Q3 		$103K Buy
1,865
+65
+4% +$4.6K 0.03% 170
2022
Q2 		$111K Buy
1,800
+14
+0.8% +$1.28K 0.03% 169
2022
Q1 		$242K Buy
1,786
+27
+2% +$3.27K 0.06% 127
2021
Q4 		$284K Buy
1,759
+649
+58% +$141K 0.07% 115
2021
Q3 		$266K Buy
+1,110
New +$285K 0.07% 115

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prestige Wealth Management Group's XYZ Position: Q1 2026 in Review

Prestige Wealth Management Group sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 51 shares — an estimated $3.32K sold.

Prestige Wealth Management Group first reported a position in XYZ in Q3 2021 and held it in 15 quarters. The position peaked at $284K in Q4 2021. 993 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Prestige Wealth Management Group reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • Prestige Wealth Management Group sold 51 Block Inc shares in Q1 2026, an estimated $3.32K.
  • Prestige Wealth Management Group first reported a position in Block Inc in Q3 2021 and held it in 15 quarters.
  • Prestige Wealth Management Group's Block Inc position peaked at $284K in Q4 2021.
  • 993 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.