TPCW
XYZ

TD Private Client Wealth’s Block Inc XYZ Stock Holding History

TD Private Client Wealth’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 		$216K Buy
3,586
+342
+11% +$20.8K ﹤0.01% 635
2025
Q4 		$211K Buy
3,244
+63
+2% +$4.35K ﹤0.01% 648
2025
Q3 		$230K Buy
3,181
+60
+2% +$4.49K 0.01% 631
2025
Q2 		$212K Buy
3,121
+622
+25% +$36.2K 0.01% 615
2025
Q1 		$136K Buy
2,499
+131
+6% +$9.78K ﹤0.01% 668
2024
Q4 		$201K Buy
2,368
+302
+15% +$24.8K 0.01% 601
2024
Q3 		$139K Buy
2,066
+282
+16% +$18.2K ﹤0.01% 674
2024
Q2 		$115K Buy
1,784
+353
+25% +$24.7K ﹤0.01% 666
2024
Q1 		$121K Buy
1,431
+264
+23% +$19.1K ﹤0.01% 656
2023
Q4 		$90.3K Buy
1,167
+459
+65% +$26K ﹤0.01% 706
2023
Q3 		$31.3K Sell
708
-9,930
-93% -$615K ﹤0.01% 860
2023
Q2 		$708K Buy
10,638
+528
+5% +$33K 0.03% 394
2023
Q1 		$694K Buy
10,110
+1,400
+16% +$105K 0.03% 386
2022
Q4 		$547K Buy
8,710
+565
+7% +$34.9K 0.03% 409
2022
Q3 		$448K Sell
8,145
-1,421
-15% -$101K 0.02% 419
2022
Q2 		$589K Buy
9,566
+1,917
+25% +$175K 0.03% 390
2022
Q1 		$1.04M Sell
7,649
-6,293
-45% -$762K 0.04% 332
2021
Q4 		$2.25M Sell
13,942
-716
-5% -$155K 0.09% 215
2021
Q3 		$3.52M Sell
14,658
-2,668
-15% -$685K 0.15% 148
2021
Q2 		$4.22M Buy
17,326
+192
+1% +$44.5K 0.18% 128
2021
Q1 		$3.89M Sell
17,134
-3,595
-17% -$841K 0.18% 128
2020
Q4 		$4.51M Buy
20,729
+18,330
+764% +$3.58M 0.23% 100
2020
Q3 		$390K Buy
2,399
+2,361
+6,213% +$333K 0.02% 384
2020
Q2 		$3.99K Sell
38
-20
-34% -$1.53K ﹤0.01% 850
2020
Q1 		$3.04K Sell
58
-44
-43% -$3.01K ﹤0.01% 847
2019
Q4 		$6.38K Buy
+102
New +$6.52K ﹤0.01% 795

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

TD Private Client Wealth's XYZ Position: Q1 2026 in Review

TD Private Client Wealth increased its Block Inc (XYZ) stake by 11% in Q1 2026, buying an estimated $20.8K and bringing the position to 3,586 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

TD Private Client Wealth first reported a position in XYZ in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.51M in Q4 2020. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • TD Private Client Wealth held 3,586 shares of Block Inc worth $216K as of Q1 2026.
  • TD Private Client Wealth bought 342 Block Inc shares in Q1 2026, an estimated $20.8K.
  • Block Inc made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #635 holding.
  • TD Private Client Wealth first reported a position in Block Inc in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's Block Inc position peaked at $4.51M in Q4 2020.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.