Portside Wealth Group, LLC

Position in XYZ — Block, Inc.

CIK 1978608 Provo, UT

Position in XYZ

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$731,652

+$187,144 QoQ

Shares Held

9,627

+6.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#514

of 1,073 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Portside Wealth Group, LLC holds $29,697,458 across 17 Software - Infrastructure names. XYZ ranks #6 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	43,724	$16,309,926
2	ORCL	Oracle Corp	36,778	$5,389,815
3	PLTR	Palantir Technologies Inc.	11,791	$1,375,655
4	PANW	Palo Alto Networks Inc	3,219	$1,097,742
5	RBRK	Rubrik, Inc.	9,332	$749,172
6	XYZ	Block, Inc. This page	9,627	$731,652
7	NET	Cloudflare, Inc.	2,598	$637,237
8	FTNT	Fortinet, Inc.	4,092	$628,612

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$731,652	9,627	+6.4%	Shares	Other	2026-07-14
2026-03-31	$544,508	9,048	+20.1%	Shares	Other	2026-05-12
2025-12-31	$490,257	7,532	+16.2%	Shares	Other	2026-01-21
2025-09-30	$468,381	6,481	+16.3%	Shares	Other	2025-11-05
2025-06-30	$378,709	5,575	+8.8%	Shares	Other	2025-08-11
2025-03-31	$278,277	5,122	+13.2%	Shares	Sole	2025-04-14
2024-12-31	$384,664	4,526	+10.4%	Shares	Other	2025-04-14
2024-09-30	$275,232	4,100	+13.8%	Shares	Other	2024-10-31
2024-06-30	$232,421	3,604	+3.7%	Shares	Other	2024-07-18
2024-03-31	$293,830	3,474	+9.8%	Shares	Other	2024-04-17
2023-12-31	$244,812	3,165	—	Shares	Other	2024-01-16
No filing history on record for this holder in this stock.