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
Q2 		$412K Buy
5,422
+1,203
+29% +$84.6K 0.02% 428
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

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

Prosperity Consulting Group's XYZ Position: Q2 2026 in Review

Prosperity Consulting Group increased its Block Inc (XYZ) stake by 29% in Q2 2026, buying an estimated $84.6K and bringing the position to 5,422 shares worth $412K. The position accounts for 0.02% of the portfolio, ranked #428.

Prosperity Consulting Group first reported a position in XYZ in Q1 2024 and has held it in 7 quarters since. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Prosperity Consulting Group held 5,422 shares of Block Inc worth $412K as of Q2 2026.
  • Prosperity Consulting Group bought 1,203 Block Inc shares in Q2 2026, an estimated $84.6K.
  • Block Inc made up 0.02% of Prosperity Consulting Group's portfolio in Q2 2026, its #428 holding.
  • Prosperity Consulting Group first reported a position in Block Inc in Q1 2024 and has held it in 7 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.