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
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

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

RMG Wealth Management's XYZ Position: Q1 2026 in Review

RMG Wealth Management held its Block Inc (XYZ) position steady in Q1 2026 at 400 shares worth $29.3K. The position accounts for ﹤0.01% of the portfolio, ranked #203.

RMG Wealth Management first reported a position in XYZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $30.4K in Q3 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • RMG Wealth Management held 400 shares of Block Inc worth $29.3K as of Q1 2026.
  • RMG Wealth Management left its Block Inc share count unchanged in Q1 2026.
  • Block Inc made up ﹤0.01% of RMG Wealth Management's portfolio in Q1 2026, its #203 holding.
  • RMG Wealth Management first reported a position in Block Inc in Q2 2025 and has held it in 4 quarters since.
  • RMG Wealth Management's Block Inc position peaked at $30.4K in Q3 2025.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.