STACKSTONE WEALTH, LLC’s Block Inc XYZ Stock Holding History

STACKSTONE WEALTH, LLC’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 Q3	$537K	Buy	+7,305	New	+$581K	0.05%	221

Other funds holding XYZ

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IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

STACKSTONE WEALTH, LLC's XYZ Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Block Inc (XYZ) in Q3 2026: 7,305 shares worth $537K. The stake represents 0.05% of the portfolio and ranks #221 among its holdings.

131 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

STACKSTONE WEALTH, LLC held 7,305 shares of Block Inc worth $537K as of Q3 2026.
Block Inc was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Block Inc made up 0.05% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #221 holding.
131 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.