3 Factor Indexing’s Block Inc XYZ Stock Holding History

3 Factor Indexing’s Portfolio XYZ Stock Details XYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$76	Hold	1	–	–	﹤0.01%	418
2026 Q1	$61	Buy	+1	New	+$61	﹤0.01%	447

Other funds holding XYZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

3 Factor Indexing's XYZ Position: Q2 2026 in Review

3 Factor Indexing held its Block Inc (XYZ) position steady in Q2 2026 at 1 share worth $76. The position accounts for ﹤0.01% of the portfolio, ranked #418.

3 Factor Indexing first reported a position in XYZ in Q1 2026 and has held it in 2 quarters since. 1,012 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

3 Factor Indexing held 1 share of Block Inc worth $76 as of Q2 2026.
3 Factor Indexing left its Block Inc share count unchanged in Q2 2026.
Block Inc made up ﹤0.01% of 3 Factor Indexing's portfolio in Q2 2026, its #418 holding.
3 Factor Indexing first reported a position in Block Inc in Q1 2026 and has held it in 2 quarters since.
1,012 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.