Ares Financial Consulting
XYZ icon

Ares Financial Consulting’s Block Inc XYZ Stock Holding History

Ares Financial Consulting’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 		$4.85K Hold
66
– – ﹤0.01% 704
2026
Q2 		$5.02K Buy
66
+1
+2% +$70 ﹤0.01% 708
2026
Q1 		$3.87K Buy
+65
New +$3.95K ﹤0.01% 734

Other funds holding XYZ

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Ares Financial Consulting's XYZ Position: Q3 2026 in Review

Ares Financial Consulting held its Block Inc (XYZ) position steady in Q3 2026 at 66 shares worth $4.85K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Ares Financial Consulting first reported a position in XYZ in Q1 2026 and has held it in 3 quarters since. The position peaked at $5.02K in Q2 2026. 743 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Ares Financial Consulting held 66 shares of Block Inc worth $4.85K as of Q3 2026.
  • Ares Financial Consulting left its Block Inc share count unchanged in Q3 2026.
  • Block Inc made up ﹤0.01% of Ares Financial Consulting's portfolio in Q3 2026, its #704 holding.
  • Ares Financial Consulting first reported a position in Block Inc in Q1 2026 and has held it in 3 quarters since.
  • Ares Financial Consulting's Block Inc position peaked at $5.02K in Q2 2026.
  • 743 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.