SAM
XYZ

Secure Asset Management’s Block Inc XYZ Stock Holding History

Secure Asset 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 		$279K Hold
3,675
– – 0.04% 273
2026
Q1 		$221K Sell
3,675
-125
-3% -$7.6K 0.04% 296
2025
Q4 		$247K Sell
3,800
-50
-1% -$3.45K 0.04% 292
2025
Q3 		$283K Buy
3,850
+5
+0.1% +$374 0.05% 251
2025
Q2 		$261K Sell
3,845
-9,395
-71% -$547K 0.05% 266
2025
Q1 		$719K Buy
13,240
+944
+8% +$70.5K 0.14% 142
2024
Q4 		$1.05M Buy
12,296
+108
+0.9% +$8.86K 0.16% 128
2024
Q3 		$818K Sell
12,188
-260
-2% -$16.8K 0.14% 148
2024
Q2 		$803K Buy
12,448
+8,940
+255% +$625K 0.15% 133
2024
Q1 		$297K Buy
3,508
+125
+4% +$9.04K 0.07% 184
2023
Q4 		$262K Buy
+3,383
New +$191K 0.07% 186

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

Secure Asset Management's XYZ Position: Q2 2026 in Review

Secure Asset Management held its Block Inc (XYZ) position steady in Q2 2026 at 3,675 shares worth $279K. The position accounts for 0.04% of the portfolio, ranked #273.

Secure Asset Management first reported a position in XYZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.05M in Q4 2024. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Secure Asset Management held 3,675 shares of Block Inc worth $279K as of Q2 2026.
  • Secure Asset Management left its Block Inc share count unchanged in Q2 2026.
  • Block Inc made up 0.04% of Secure Asset Management's portfolio in Q2 2026, its #273 holding.
  • Secure Asset Management first reported a position in Block Inc in Q4 2023 and has held it in 11 quarters since.
  • Secure Asset Management's Block Inc position peaked at $1.05M in Q4 2024.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.