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Square Inc cl a shares owned by Carter Financial Group

Quarter-by-quarter ownership of Square Inc cl a (XYZ) shares owned by Carter Financial Group from 13F filings

Historical chart of Carter Financial Group investment in Square Inc cl a

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All positions including Square Inc cl a held by Carter Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Square Inc cl a by Carter Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $453k 6.3k 72.27
2025-06-30 $463k 6.8k 67.93
2022-03-31 $669k 4.9k 135.56

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Top funds holding Square Inc cl a

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Baillie Gifford & Co
Sands Capital Management
Capital World Investors
Citadel Advisors
Susquehanna International
Loomis, Sayles and
Dragoneer Investment
FMR
UBS Group
Ameriprise Financial

View all funds holding Square Inc cl a