WAG
XYZ

Wilkerson Advisory Group’s Block Inc XYZ Stock Holding History

Wilkerson Advisory 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 		$15.4K Buy
202
+57
+39% +$4.01K ﹤0.01% 359
2026
Q1 		$8.73K Buy
145
+50
+53% +$3.04K ﹤0.01% 429
2025
Q4 		$6.18K Buy
+95
New +$6.55K ﹤0.01% 410

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 $3.37T AUM 44.26% 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

Wilkerson Advisory Group's XYZ Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Block Inc (XYZ) stake by 39% in Q2 2026, buying an estimated $4.01K and bringing the position to 202 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Wilkerson Advisory Group first reported a position in XYZ in Q4 2025 and has held it in 3 quarters since. 1,077 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Wilkerson Advisory Group held 202 shares of Block Inc worth $15.4K as of Q2 2026.
  • Wilkerson Advisory Group bought 57 Block Inc shares in Q2 2026, an estimated $4.01K.
  • Block Inc made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #359 holding.
  • Wilkerson Advisory Group first reported a position in Block Inc in Q4 2025 and has held it in 3 quarters since.
  • 1,077 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.