TPBG
XYZ icon

Turning Point Benefit Group’s Block Inc XYZ Stock Holding History

Turning Point Benefit Group’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 		– Sell
-5
Closed -$325 – 838
2025
Q4 		$325 Sell
5
-1
-17% -$69 ﹤0.01% 698
2025
Q3 		$440 Buy
+6
New +$449 ﹤0.01% 519

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Turning Point Benefit Group's XYZ Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 5 shares — an estimated $325 sold.

Turning Point Benefit Group first reported a position in XYZ in Q3 2025 and held it in 2 quarters. The position peaked at $440 in Q3 2025. 995 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 5 Block Inc shares in Q1 2026, an estimated $325.
  • Turning Point Benefit Group first reported a position in Block Inc in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Block Inc position peaked at $440 in Q3 2025.
  • 995 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.