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United Financial Planning Group’s Block Inc XYZ Stock Holding History

United Financial Planning 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
Q2 		$2.13K Hold
28
– – ﹤0.01% 438
2026
Q1 		$1.69K Buy
+28
New +$1.7K ﹤0.01% 433

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 $3.38T 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
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

United Financial Planning Group's XYZ Position: Q2 2026 in Review

United Financial Planning Group held its Block Inc (XYZ) position steady in Q2 2026 at 28 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

United Financial Planning Group first reported a position in XYZ in Q1 2026 and has held it in 2 quarters since. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • United Financial Planning Group held 28 shares of Block Inc worth $2.13K as of Q2 2026.
  • United Financial Planning Group left its Block Inc share count unchanged in Q2 2026.
  • Block Inc made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #438 holding.
  • United Financial Planning Group first reported a position in Block Inc in Q1 2026 and has held it in 2 quarters since.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.