YWM
XYZ

Yoder Wealth Management’s Block Inc XYZ Stock Holding History

Yoder Wealth Management’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 		$2.62M Hold
34,485
– – 1.02% 30
2026
Q1 		$2.08M Buy
34,485
+135
+0.4% +$8.21K 0.95% 36
2025
Q4 		$2.24M Sell
34,350
-1,500
-4% -$103K 1.02% 30
2025
Q3 		$2.59M Sell
35,850
-3,000
-8% -$225K 1.23% 25
2025
Q2 		$2.64M Hold
38,850
– – 1.38% 23
2025
Q1 		$2.11M Hold
38,850
– – 1.19% 29
2024
Q4 		$3.3M Sell
38,850
-838
-2% -$68.7K 1.82% 18
2024
Q3 		$2.66M Buy
39,688
+145
+0.4% +$9.37K 1.6% 20
2024
Q2 		$2.55M Hold
39,543
– – 1.65% 19
2024
Q1 		$3.34M Hold
39,543
– – 2.18% 12
2023
Q4 		$3.06M Hold
39,543
– – 2.16% 13
2023
Q3 		$1.75M Hold
39,543
– – 1.44% 23
2023
Q2 		$2.63M Hold
39,543
– – 2.07% 13
2023
Q1 		$2.71M Buy
+39,543
New +$2.96M 2.26% 13

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

Yoder Wealth Management's XYZ Position: Q2 2026 in Review

Yoder Wealth Management held its Block Inc (XYZ) position steady in Q2 2026 at 34,485 shares worth $2.62M. The position accounts for 1.02% of the portfolio, ranked #30.

Yoder Wealth Management first reported a position in XYZ in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.34M in Q1 2024. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Yoder Wealth Management held 34,485 shares of Block Inc worth $2.62M as of Q2 2026.
  • Yoder Wealth Management left its Block Inc share count unchanged in Q2 2026.
  • Block Inc made up 1.02% of Yoder Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Yoder Wealth Management first reported a position in Block Inc in Q1 2023 and has held it in 14 quarters since.
  • Yoder Wealth Management's Block Inc position peaked at $3.34M in Q1 2024.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.