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Acropolis Investment Management’s Block Inc XYZ Stock Holding History

Acropolis Investment 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
2026
Q3 		$126K Buy
1,713
+25
+1% +$1.99K 0.01% 346
2026
Q2 		$128K Sell
1,688
-50
-3% -$3.52K 0.01% 347
2026
Q1 		$105K Buy
+1,738
New +$106K ﹤0.01% 371
2025
Q1 		– Sell
-1,491
Closed -$127K – 306
2024
Q4 		$127K Hold
1,491
– – 0.01% 285
2024
Q3 		$100K Sell
1,491
-161
-10% -$10.4K 0.01% 298
2024
Q2 		$107K Hold
1,652
– – 0.01% 283
2024
Q1 		$140K Buy
1,652
+5
+0.3% +$362 0.01% 245
2023
Q4 		$127K Buy
+1,647
New +$93.1K 0.01% 260
2023
Q3 		– Sell
-1,682
Closed -$112K – 280
2023
Q2 		$112K Sell
1,682
-40
-2% -$2.5K 0.01% 247
2023
Q1 		$118K Sell
1,722
-99
-5% -$7.41K 0.01% 245
2022
Q4 		$114K Buy
1,821
+2
+0.1% +$123 0.01% 236
2022
Q3 		$100K Sell
1,819
-15
-0.8% -$1.06K 0.01% 238
2022
Q2 		$113K Sell
1,834
-25
-1% -$2.28K 0.01% 229
2022
Q1 		$252K Buy
1,859
+48
+3% +$5.81K 0.02% 166
2021
Q4 		$292K Buy
1,811
+27
+2% +$5.85K 0.03% 157
2021
Q3 		$427K Sell
1,784
-75
-4% -$19.3K 0.05% 130
2021
Q2 		$453K Hold
1,859
– – 0.04% 129
2021
Q1 		$422K Sell
1,859
-50
-3% -$11.7K 0.04% 132
2020
Q4 		$415K Hold
1,909
– – 0.05% 122
2020
Q3 		$310K Hold
1,909
– – 0.04% 129
2020
Q2 		$200K Sell
1,909
-100
-5% -$7.66K 0.03% 149
2020
Q1 		$105K Buy
+2,009
New +$137K 0.02% 176

Other funds holding XYZ

CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
UIA
Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Acropolis Investment Management's XYZ Position: Q3 2026 in Review

Acropolis Investment Management increased its Block Inc (XYZ) stake by 1.5% in Q3 2026, buying an estimated $1.99K and bringing the position to 1,713 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #346.

Acropolis Investment Management first reported a position in XYZ in Q1 2020 and has held it in 22 quarters since. The position peaked at $453K in Q2 2021. 55 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Acropolis Investment Management held 1,713 shares of Block Inc worth $126K as of Q3 2026.
  • Acropolis Investment Management bought 25 Block Inc shares in Q3 2026, an estimated $1.99K.
  • Block Inc made up 0.01% of Acropolis Investment Management's portfolio in Q3 2026, its #346 holding.
  • Acropolis Investment Management first reported a position in Block Inc in Q1 2020 and has held it in 22 quarters since.
  • Acropolis Investment Management's Block Inc position peaked at $453K in Q2 2021.
  • 55 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Acropolis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.