Armstrong Advisory Group
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Armstrong Advisory Group’s Block Inc XYZ Stock Holding History

Armstrong Advisory Group’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 		$1.84K Sell
25
-54
-68% -$4.3K ﹤0.01% 944
2026
Q2 		$6K Sell
79
-100
-56% -$7.03K ﹤0.01% 771
2026
Q1 		$10.8K Buy
179
+154
+616% +$9.36K ﹤0.01% 676
2025
Q4 		$1.63K Hold
25
– – ﹤0.01% 883
2025
Q3 		$1.81K Hold
25
– – ﹤0.01% 868
2025
Q2 		$1.7K Sell
25
-23
-48% -$1.34K ﹤0.01% 850
2025
Q1 		$4.08K Hold
48
– – ﹤0.01% 716
2024
Q4 		$4.08K Buy
48
+23
+92% +$1.89K ﹤0.01% 716
2024
Q3 		$1.68K Hold
25
– – ﹤0.01% 736
2024
Q2 		$1.61K Hold
25
– – ﹤0.01% 744
2024
Q1 		$1.93K Hold
25
– – ﹤0.01% 720
2023
Q4 		$1.93K Sell
25
-325
-93% -$18.4K ﹤0.01% 720
2023
Q3 		$15.5K Sell
350
-120
-26% -$7.43K ﹤0.01% 536
2023
Q2 		$31.3K Sell
470
-66
-12% -$4.12K ﹤0.01% 408
2023
Q1 		$36.8K Buy
536
+2
+0.4% +$150 ﹤0.01% 378
2022
Q4 		$33.6K Buy
+534
New +$32.9K ﹤0.01% 394

Other funds holding XYZ

Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Bourgeon Capital Management
Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Armstrong Advisory Group's XYZ Position: Q3 2026 in Review

Armstrong Advisory Group reduced its Block Inc (XYZ) stake by 68% in Q3 2026, selling an estimated $4.3K and leaving 25 shares worth $1.84K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

Armstrong Advisory Group first reported a position in XYZ in Q4 2022 and has held it in 16 quarters since. The position peaked at $36.8K in Q1 2023. 231 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Armstrong Advisory Group held 25 shares of Block Inc worth $1.84K as of Q3 2026.
  • Armstrong Advisory Group sold 54 Block Inc shares in Q3 2026, an estimated $4.3K.
  • Block Inc made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #944 holding.
  • Armstrong Advisory Group first reported a position in Block Inc in Q4 2022 and has held it in 16 quarters since.
  • Armstrong Advisory Group's Block Inc position peaked at $36.8K in Q1 2023.
  • 231 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.