WPC
XYZ

Wedmont Private Capital’s Block Inc XYZ Stock Holding History

Wedmont Private Capital’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 		$658K Buy
8,506
+1,058
+14% +$74.4K 0.02% 472
2026
Q1 		$468K Buy
7,448
+2,856
+62% +$174K 0.02% 514
2025
Q4 		$328K Buy
4,592
+1,072
+30% +$73.9K 0.01% 617
2025
Q3 		$278K Buy
+3,520
New +$263K 0.01% 639
2025
Q1 		– Sell
-4,361
Closed -$360K – 772
2024
Q4 		$360K Buy
4,361
+45
+1% +$3.69K 0.02% 483
2024
Q3 		$284K Buy
4,316
+298
+7% +$19.3K 0.02% 528
2024
Q2 		$276K Buy
4,018
+129
+3% +$9.02K 0.02% 523
2024
Q1 		$311K Buy
3,889
+943
+32% +$68.2K 0.02% 448
2023
Q4 		$204K Buy
+2,946
New +$167K 0.02% 532

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Wedmont Private Capital's XYZ Position: Q2 2026 in Review

Wedmont Private Capital increased its Block Inc (XYZ) stake by 14% in Q2 2026, buying an estimated $74.4K and bringing the position to 8,506 shares worth $658K. The position accounts for 0.02% of the portfolio, ranked #472.

Wedmont Private Capital first reported a position in XYZ in Q4 2023 and has held it in 9 quarters since. 195 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Wedmont Private Capital held 8,506 shares of Block Inc worth $658K as of Q2 2026.
  • Wedmont Private Capital bought 1,058 Block Inc shares in Q2 2026, an estimated $74.4K.
  • Block Inc made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #472 holding.
  • Wedmont Private Capital first reported a position in Block Inc in Q4 2023 and has held it in 9 quarters since.
  • 195 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.