Plan Group Financial »

Square Inc cl a shares owned by Plan Group Financial

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

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2026-06-30 $241k 3.2k 76.00

More positions owned by Plan Group Financial

Ishares Tr Msci Acwi Etf (ACWI)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
JPMorgan Chase & Co. (JPM)
Ishares Tr 0-3 Mth Treasury (SGOV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds St Mar Divid Etf (EDIV)
Ishares Tr Rus Mid Cap Etf (IWR)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Ishares Tr Conv Bd Etf (ICVT)

View all positions for Plan Group Financial

Top funds holding Square Inc cl a

T. Rowe Price Associates
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Capital World Investors
Morgan Stanley
Geode Capital Management
Citadel Advisors
Ameriprise Financial
Contour Asset Management
Norges Bank Investment Management
Loomis, Sayles and
Goldman Sachs Group
Susquehanna International

View all funds holding Square Inc cl a