PWMG
XYZ

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

Private 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
Q2 		$7.07K Buy
93
+83
+830% +$5.83K ﹤0.01% 704
2026
Q1 		$602 Hold
10
– – ﹤0.01% 1352
2025
Q4 		$651 Hold
10
– – ﹤0.01% 1355
2025
Q3 		$723 Hold
10
– – ﹤0.01% 1360
2025
Q2 		$680 Hold
10
– – ﹤0.01% 1359
2025
Q1 		$544 Hold
10
– – ﹤0.01% 1388
2024
Q4 		$850 Hold
10
– – ﹤0.01% 1339
2024
Q3 		$672 Hold
10
– – ﹤0.01% 1374
2024
Q2 		$645 Hold
10
– – ﹤0.01% 1385
2024
Q1 		$846 Hold
10
– – ﹤0.01% 1320
2023
Q4 		$774 Buy
+10
New +$565 ﹤0.01% 1358

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

Private Wealth Management Group's XYZ Position: Q2 2026 in Review

Private Wealth Management Group increased its Block Inc (XYZ) stake by 830% in Q2 2026, buying an estimated $5.83K and bringing the position to 93 shares worth $7.07K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Private Wealth Management Group first reported a position in XYZ in Q4 2023 and has held it in 11 quarters since. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Private Wealth Management Group held 93 shares of Block Inc worth $7.07K as of Q2 2026.
  • Private Wealth Management Group bought 83 Block Inc shares in Q2 2026, an estimated $5.83K.
  • Block Inc made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #704 holding.
  • Private Wealth Management Group first reported a position in Block Inc in Q4 2023 and has held it in 11 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.