AFWM
XYZ

Abich Financial Wealth Management’s Block Inc XYZ Stock Holding History

Abich Financial Wealth Management’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
2025
Q3 		$269K Buy
+3,721
New +$279K 0.1% 96
2024
Q3 		– Sell
-20
Closed -$1.29K – 857
2024
Q2 		$1.29K Sell
20
-97
-83% -$6.79K ﹤0.01% 563
2024
Q1 		$9.9K Buy
117
+92
+368% +$6.65K 0.01% 218
2023
Q4 		$1.93K Buy
+25
New +$1.41K ﹤0.01% 332

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Abich Financial Wealth Management's XYZ Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Block Inc (XYZ) in Q3 2025: 3,721 shares worth $269K. The stake represents 0.1% of the portfolio and ranks #96 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in XYZ as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in XYZ in Q4 2023 and has held it in 4 quarters since. 1,032 funds tracked by Wall St. Rank hold XYZ as of Q3 2025.

  • Abich Financial Wealth Management held 3,721 shares of Block Inc worth $269K as of Q3 2025.
  • Block Inc was a new Abich Financial Wealth Management position in Q3 2025.
  • Block Inc made up 0.1% of Abich Financial Wealth Management's portfolio in Q3 2025, its #96 holding.
  • Abich Financial Wealth Management first reported a position in Block Inc in Q4 2023 and has held it in 4 quarters since.
  • 1,032 funds tracked by Wall St. Rank held Block Inc as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.