RWML
XYZ

RAFFA WEALTH MANAGEMENT, LLC’s Block Inc XYZ Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$6.16K Buy
81
+10
+14% +$703 ﹤0.01% 543
2026
Q1 		$4.27K Buy
71
+5
+8% +$304 ﹤0.01% 569
2025
Q4 		$4.3K Buy
66
+24
+57% +$1.66K ﹤0.01% 542
2025
Q3 		$3.04K Buy
42
+10
+31% +$749 ﹤0.01% 603
2025
Q2 		$2.17K Hold
32
– – ﹤0.01% 663
2025
Q1 		$1.74K Hold
32
– – ﹤0.01% 672
2024
Q4 		$2.72K Hold
32
– – ﹤0.01% 590
2024
Q3 		$2.15K Sell
32
-110
-77% -$7.11K ﹤0.01% 625
2024
Q2 		$9.16K Buy
142
+110
+344% +$7.7K ﹤0.01% 455
2024
Q1 		$2.71K Hold
32
– – ﹤0.01% 632
2023
Q4 		$2.48K Hold
32
– – ﹤0.01% 553
2023
Q3 		$1.42K Hold
32
– – ﹤0.01% 687
2023
Q2 		$2.13K Hold
32
– – ﹤0.01% 586
2023
Q1 		$2.2K Hold
32
– – ﹤0.01% 579
2022
Q4 		$2.01K Hold
32
– – ﹤0.01% 591
2022
Q3 		$1.76K Sell
32
-20
-38% -$1.42K ﹤0.01% 636
2022
Q2 		$3.2K Hold
52
– – ﹤0.01% 484
2022
Q1 		$7.05K Hold
52
– – ﹤0.01% 340
2021
Q4 		$8.4K Hold
52
– – ﹤0.01% 330
2021
Q3 		$12.5K Hold
52
– – ﹤0.01% 235
2021
Q2 		$12.7K Sell
52
-131
-72% -$30.4K ﹤0.01% 241
2021
Q1 		$39.7K Buy
183
+7
+4% +$1.64K 0.01% 148
2020
Q4 		$38.3K Sell
176
-18
-9% -$3.51K 0.01% 145
2020
Q3 		$31.5K Sell
194
-17
-8% -$2.4K 0.01% 146
2020
Q2 		$22.1K Buy
211
+34
+19% +$2.6K 0.01% 166
2020
Q1 		$9.27K Buy
177
+152
+608% +$10.4K ﹤0.01% 211
2019
Q4 		$1.56K Hold
25
– – ﹤0.01% 455
2019
Q3 		$1.55K Buy
+25
New +$1.7K ﹤0.01% 449
2019
Q2 		– Sell
-25
Closed -$1.87K – 1432
2019
Q1 		$1.87K Hold
25
– – ﹤0.01% 371
2018
Q4 		$1.4K Hold
25
– – ﹤0.01% 423
2018
Q3 		$2.48K Hold
25
– – ﹤0.01% 351
2018
Q2 		$1.54K Hold
25
– – ﹤0.01% 426
2018
Q1 		$1.23K Buy
+25
New +$1.15K ﹤0.01% 449

Other funds holding XYZ

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's XYZ Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Block Inc (XYZ) stake by 14% in Q2 2026, buying an estimated $703 and bringing the position to 81 shares worth $6.16K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in XYZ in Q1 2018 and has held it in 33 quarters since. The position peaked at $39.7K in Q1 2021. 305 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 81 shares of Block Inc worth $6.16K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 10 Block Inc shares in Q2 2026, an estimated $703.
  • Block Inc made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #543 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Block Inc in Q1 2018 and has held it in 33 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Block Inc position peaked at $39.7K in Q1 2021.
  • 305 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.