RWM
XYZ

RMG Wealth Management’s Block Inc XYZ Stock Holding History

RMG 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 		$31.3K Hold
400
– – ﹤0.01% 205
2026
Q1 		$29.3K Hold
400
– – ﹤0.01% 203
2025
Q4 		$26K Hold
400
– – ﹤0.01% 191
2025
Q3 		$30.4K Hold
400
– – ﹤0.01% 168
2025
Q2 		$28.7K Buy
+400
New +$23.3K ﹤0.01% 168

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

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

RMG Wealth Management held its Block Inc (XYZ) position steady in Q2 2026 at 400 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #205.

RMG Wealth Management first reported a position in XYZ in Q2 2025 and has held it in 5 quarters since. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • RMG Wealth Management held 400 shares of Block Inc worth $31.3K as of Q2 2026.
  • RMG Wealth Management left its Block Inc share count unchanged in Q2 2026.
  • Block Inc made up ﹤0.01% of RMG Wealth Management's portfolio in Q2 2026, its #205 holding.
  • RMG Wealth Management first reported a position in Block Inc in Q2 2025 and has held it in 5 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

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