SageGuard Financial Group’s Block Inc XYZ Stock Holding History

SageGuard Financial 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	$252K	Sell	3,321 -43	-1%	-$3.02K	0.04%	184
2026 Q1	$202K	Hold	3,364	–	–	0.03%	190
2025 Q4	$219K	Buy	+3,364	New	+$232K	0.03%	170
2021 Q3	–	Sell	-4,716	Closed	-$1.15M	–	137
2021 Q2	$1.15M	Sell	4,716 -35	-0.7%	-$8.12K	0.52%	51
2021 Q1	$1.08M	Sell	4,751 -90	-2%	-$21.1K	0.5%	52
2020 Q4	$1.05M	Buy	+4,841	New	+$944K	0.51%	52

Other funds holding XYZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

SageGuard Financial Group's XYZ Position: Q2 2026 in Review

SageGuard Financial Group reduced its Block Inc (XYZ) stake by 1.3% in Q2 2026, selling an estimated $3.02K and leaving 3,321 shares worth $252K. The position accounts for 0.04% of the portfolio, ranked #184.

SageGuard Financial Group first reported a position in XYZ in Q4 2020 and has held it in 6 quarters since. The position peaked at $1.15M in Q2 2021. 556 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

SageGuard Financial Group held 3,321 shares of Block Inc worth $252K as of Q2 2026.
SageGuard Financial Group sold 43 Block Inc shares in Q2 2026, an estimated $3.02K.
Block Inc made up 0.04% of SageGuard Financial Group's portfolio in Q2 2026, its #184 holding.
SageGuard Financial Group first reported a position in Block Inc in Q4 2020 and has held it in 6 quarters since.
SageGuard Financial Group's Block Inc position peaked at $1.15M in Q2 2021.
556 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.