RWM
XYZ

Rialto Wealth Management’s Block Inc XYZ Stock Holding History

Rialto 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
2026
Q2 		$9.96K Buy
131
+31
+31% +$2.18K ﹤0.01% 539
2026
Q1 		$6.02K Buy
100
+7
+8% +$426 ﹤0.01% 546
2025
Q4 		$6.05K Sell
93
-80
-46% -$5.52K ﹤0.01% 497
2025
Q3 		$12.5K Buy
173
+5
+3% +$374 ﹤0.01% 403
2025
Q2 		$11.4K Buy
168
+9
+6% +$524 ﹤0.01% 408
2025
Q1 		$8.64K Hold
159
– – ﹤0.01% 415
2024
Q4 		$13.5K Buy
+159
New +$13K ﹤0.01% 368

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

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

Rialto Wealth Management increased its Block Inc (XYZ) stake by 31% in Q2 2026, buying an estimated $2.18K and bringing the position to 131 shares worth $9.96K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Rialto Wealth Management first reported a position in XYZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.5K in Q4 2024. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Rialto Wealth Management held 131 shares of Block Inc worth $9.96K as of Q2 2026.
  • Rialto Wealth Management bought 31 Block Inc shares in Q2 2026, an estimated $2.18K.
  • Block Inc made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #539 holding.
  • Rialto Wealth Management first reported a position in Block Inc in Q4 2024 and has held it in 7 quarters since.
  • Rialto Wealth Management's Block Inc position peaked at $13.5K in Q4 2024.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.