VWWMG
XYZ

Vermillion & White Wealth Management Group’s Block Inc XYZ Stock Holding History

Vermillion & White Wealth Management 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
-90
Closed -$5.86K – 570
2025
Q4 		$5.86K Hold
90
– – ﹤0.01% 383
2025
Q3 		$6.5K Buy
+90
New +$6.74K ﹤0.01% 375

Other funds holding XYZ

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VCM
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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

Vermillion & White Wealth Management Group's XYZ Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 90 shares — an estimated $5.86K sold.

Vermillion & White Wealth Management Group first reported a position in XYZ in Q3 2025 and held it in 2 quarters. The position peaked at $6.5K in Q3 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 90 Block Inc shares in Q1 2026, an estimated $5.86K.
  • Vermillion & White Wealth Management Group first reported a position in Block Inc in Q3 2025 and held it in 2 quarters.
  • Vermillion & White Wealth Management Group's Block Inc position peaked at $6.5K in Q3 2025.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.