PCG
XYZ

Prosperity Consulting Group’s Block Inc XYZ Stock Holding History

Prosperity Consulting 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 		$254K Buy
4,219
+453
+12% +$27.5K 0.01% 452
2025
Q4 		$245K Buy
3,766
+113
+3% +$7.79K 0.01% 449
2025
Q3 		$264K Buy
3,653
+108
+3% +$8.08K 0.01% 438
2025
Q2 		$241K Sell
3,545
-368
-9% -$21.4K 0.02% 406
2025
Q1 		$213K Buy
+3,913
New +$292K 0.02% 436
2024
Q2 		– Sell
-4,003
Closed -$339K – 341
2024
Q1 		$339K Buy
+4,003
New +$290K 0.04% 263

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Prosperity Consulting Group's XYZ Position: Q1 2026 in Review

Prosperity Consulting Group increased its Block Inc (XYZ) stake by 12% in Q1 2026, buying an estimated $27.5K and bringing the position to 4,219 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #452.

Prosperity Consulting Group first reported a position in XYZ in Q1 2024 and has held it in 6 quarters since. The position peaked at $339K in Q1 2024. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Prosperity Consulting Group held 4,219 shares of Block Inc worth $254K as of Q1 2026.
  • Prosperity Consulting Group bought 453 Block Inc shares in Q1 2026, an estimated $27.5K.
  • Block Inc made up 0.01% of Prosperity Consulting Group's portfolio in Q1 2026, its #452 holding.
  • Prosperity Consulting Group first reported a position in Block Inc in Q1 2024 and has held it in 6 quarters since.
  • Prosperity Consulting Group's Block Inc position peaked at $339K in Q1 2024.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.