Planning Strategies Inc.’s Block Inc XYZ Stock Holding History

Planning Strategies Inc.’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	$1.98K	Buy	+26	New	+$1.83K	﹤0.01%	591

Other funds holding XYZ

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Planning Strategies Inc.'s XYZ Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Block Inc (XYZ) in Q2 2026: 26 shares worth $1.98K. The stake represents ﹤0.01% of the portfolio and ranks #591 among its holdings.

361 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Planning Strategies Inc. held 26 shares of Block Inc worth $1.98K as of Q2 2026.
Block Inc was a new Planning Strategies Inc. position in Q2 2026.
Block Inc made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #591 holding.
361 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.