TFC Financial Management’s Block Inc XYZ Stock Holding History

TFC Financial 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	$662	Sell	11 -2	-15%	-$122	﹤0.01%	666
2025 Q4	$847	Sell	13 -7	-35%	-$483	﹤0.01%	625
2025 Q3	$1.45K	Buy	20 +9	+82%	+$674	﹤0.01%	587
2025 Q2	$748	Buy	11 +3	+38%	+$175	﹤0.01%	609
2025 Q1	$435	Hold	8	–	–	﹤0.01%	670
2024 Q4	$680	Hold	8	–	–	﹤0.01%	612
2024 Q3	$538	Sell	8 -3	-27%	-$194	﹤0.01%	652
2024 Q2	$710	Hold	11	–	–	﹤0.01%	596
2024 Q1	$931	Buy	11 +3	+38%	+$217	﹤0.01%	558
2023 Q4	$619	Buy	+8	New	+$452	﹤0.01%	563
2023 Q3	–	Sell	-940	Closed	-$62.6K	–	709
2023 Q2	$62.6K	Sell	940 -437	-32%	-$27.3K	0.02%	202
2023 Q1	$94.5K	Buy	1,377 +442	+47%	+$33.1K	0.02%	173
2022 Q4	$58.8K	Buy	+935	New	+$57.7K	0.02%	193
2022 Q1	–	Sell	-141	Closed	-$23K	–	599
2021 Q4	$23K	Sell	141 -22	-13%	-$4.77K	0.01%	265
2021 Q3	$39K	Buy	163 +10	+7%	+$2.57K	0.01%	221
2021 Q2	$37K	Buy	153 +20	+15%	+$4.64K	0.01%	222
2021 Q1	$30K	Buy	133 +22	+20%	+$5.15K	0.01%	224
2020 Q4	$24K	Hold	111	–	–	0.01%	237
2020 Q3	$18K	Buy	+111	New	+$15.7K	0.01%	246

Other funds holding XYZ

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return