SWIM
XYZ

Smallwood Wealth Investment Management’s Block Inc XYZ Stock Holding History

Smallwood Wealth Investment 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 		$1.29K Hold
17
– – ﹤0.01% 423
2026
Q1 		$1.02K Hold
17
– – ﹤0.01% 432
2025
Q4 		$1.11K Hold
17
– – ﹤0.01% 424
2025
Q3 		$1.23K Hold
17
– – ﹤0.01% 424
2025
Q2 		$1.15K Hold
17
– – ﹤0.01% 442
2025
Q1 		$923 Buy
+17
New +$1.27K ﹤0.01% 423

Other funds holding XYZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
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

Smallwood Wealth Investment Management's XYZ Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Block Inc (XYZ) position steady in Q2 2026 at 17 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Smallwood Wealth Investment Management first reported a position in XYZ in Q1 2025 and has held it in 6 quarters since. 540 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Smallwood Wealth Investment Management held 17 shares of Block Inc worth $1.29K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Block Inc share count unchanged in Q2 2026.
  • Block Inc made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #423 holding.
  • Smallwood Wealth Investment Management first reported a position in Block Inc in Q1 2025 and has held it in 6 quarters since.
  • 540 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.