PFG Investments, LLC

Position in XYZ — Block, Inc.

CIK 1973224 WOODBURY, NY

Position in XYZ

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$608,532

+$94,174 QoQ

Shares Held

8,007

-6.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#544

of 1,079 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

PFG Investments, LLC holds $99,381,771 across 17 Software - Infrastructure names. XYZ ranks #8 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	139,114	$51,892,304
2	PLTR	Palantir Technologies Inc.	134,022	$15,636,346
3	CRWV	CoreWeave, Inc.	103,081	$10,260,682
4	ORCL	Oracle Corp	68,384	$10,021,675
5	PANW	Palo Alto Networks Inc	19,703	$6,719,117
6	CRWD	CrowdStrike Holdings, Inc.	33,600	$1,602,594
7	NET	Cloudflare, Inc.	2,897	$710,576
8	XYZ	Block, Inc. This page	8,007	$608,532

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$608,532	8,007	-6.3%	Shares	Sole	2026-07-23
2026-03-31	$514,358	8,547	-11.8%	Shares	Sole	2026-04-27
2025-12-31	$630,526	9,687	-41.2%	Shares	Sole	2026-01-26
2025-09-30	$1,191,226	16,483	+51.0%	Shares	Sole	2025-10-31
2025-06-30	$741,320	10,913	-13.2%	Shares	Sole	2025-07-18
2025-03-31	$682,765	12,567	-14.5%	Shares	Sole	2025-04-22
2024-12-31	$1,248,928	14,695	-6.2%	Shares	Sole	2025-01-22
2024-09-30	$1,051,927	15,670	-2.8%	Shares	Sole	2024-10-24
2024-06-30	$1,039,449	16,118	-7.2%	Shares	Sole	2024-08-07
2024-03-31	$1,469,492	17,374	+56.7%	Shares	Sole	2024-04-22
2023-12-31	$857,347	11,084	-3.6%	Shares	Sole	2024-01-17
2023-09-30	$509,078	11,502	-5.2%	Shares	Sole	2023-11-06
2023-06-30	$808,093	12,139	-9.3%	Shares	Sole	2023-08-03
2023-03-31	$918,674	13,382	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.