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Square Inc cl a shares owned by Centricity Wealth Management

Quarter-by-quarter ownership of Square Inc cl a (XYZ) shares owned by Centricity Wealth Management from 13F filings

Historical chart of Centricity Wealth Management investment in Square Inc cl a

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All positions including Square Inc cl a held by Centricity Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Square Inc cl a by Centricity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $27k 395 67.93
2025-03-31 $22k 395 54.33
2024-12-31 $34k 395 84.99

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View all positions for Centricity Wealth Management

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