QWM
XYZ

Quaker Wealth Management’s Block Inc XYZ Stock Holding History

Quaker Wealth Management’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
2025
Q2 		– Sell
-4
Closed -$218 – 1779
2025
Q1 		$218 Buy
+4
New +$299 ﹤0.01% 839

Other funds holding XYZ

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Quaker Wealth Management's XYZ Position: Q2 2026 in Review

Quaker Wealth Management increased its Block Inc (XYZ) stake by 18% in Q2 2026, buying an estimated $141 and bringing the position to 13 shares worth $988. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Quaker Wealth Management first reported a position in XYZ in Q2 2025 and has held it in 5 quarters since. 324 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Quaker Wealth Management held 13 shares of Block Inc worth $988 as of Q2 2026.
  • Quaker Wealth Management bought 2 Block Inc shares in Q2 2026, an estimated $141.
  • Block Inc made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #579 holding.
  • Quaker Wealth Management first reported a position in Block Inc in Q2 2025 and has held it in 5 quarters since.
  • 324 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.