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
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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Yoder Wealth Management's XYZ Position: Q1 2026 in Review

Yoder Wealth Management increased its Block Inc (XYZ) stake by 0.39% in Q1 2026, buying an estimated $8.21K and bringing the position to 34,485 shares worth $2.08M. The position accounts for 0.95% of the portfolio, ranked #36.

Yoder Wealth Management first reported a position in XYZ in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.34M in Q1 2024. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Yoder Wealth Management held 34,485 shares of Block Inc worth $2.08M as of Q1 2026.
  • Yoder Wealth Management bought 135 Block Inc shares in Q1 2026, an estimated $8.21K.
  • Block Inc made up 0.95% of Yoder Wealth Management's portfolio in Q1 2026, its #36 holding.
  • Yoder Wealth Management first reported a position in Block Inc in Q1 2023 and has held it in 13 quarters since.
  • Yoder Wealth Management's Block Inc position peaked at $3.34M in Q1 2024.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.