TFM
XYZ

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
Q2 		$1.98K Buy
26
+15
+136% +$1.05K ﹤0.01% 570
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

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

TFC Financial Management's XYZ Position: Q2 2026 in Review

TFC Financial Management increased its Block Inc (XYZ) stake by 136% in Q2 2026, buying an estimated $1.05K and bringing the position to 26 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

TFC Financial Management first reported a position in XYZ in Q3 2020 and has held it in 20 quarters since. The position peaked at $94.5K in Q1 2023. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • TFC Financial Management held 26 shares of Block Inc worth $1.98K as of Q2 2026.
  • TFC Financial Management bought 15 Block Inc shares in Q2 2026, an estimated $1.05K.
  • Block Inc made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #570 holding.
  • TFC Financial Management first reported a position in Block Inc in Q3 2020 and has held it in 20 quarters since.
  • TFC Financial Management's Block Inc position peaked at $94.5K in Q1 2023.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.