Baker Tilly Wealth Management
XYZ icon

Baker Tilly Wealth Management’s Block Inc XYZ Stock Holding History

Baker Tilly 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
2026
Q3 		$213K Buy
2,894
+55
+2% +$4.38K 0.04% 271
2026
Q2 		$216K Buy
+2,839
New +$200K 0.05% 270
2025
Q2 		– Sell
-5,967
Closed -$324K – 251
2025
Q1 		$324K Buy
5,967
+330
+6% +$24.6K 0.13% 174
2024
Q4 		$479K Buy
5,637
+219
+4% +$18K 0.19% 120
2024
Q3 		$364K Buy
5,418
+837
+18% +$54.1K 0.16% 150
2024
Q2 		$295K Sell
4,581
-1,735
-27% -$121K 0.12% 199
2024
Q1 		$534K Buy
6,316
+114
+2% +$8.25K 0.1% 234
2023
Q4 		$480K Sell
6,202
-829
-12% -$46.9K 0.08% 288
2023
Q3 		$311K Sell
7,031
-13,523
-66% -$837K 0.05% 358
2023
Q2 		$1.37M Buy
20,554
+2,316
+13% +$145K 0.14% 155
2023
Q1 		$1.25M Buy
18,238
+1,951
+12% +$146K 0.14% 165
2022
Q4 		$1.02M Buy
16,287
+4,941
+44% +$305K 0.13% 181
2022
Q3 		$624K Sell
11,346
-1,557
-12% -$110K 0.09% 250
2022
Q2 		$793K Buy
12,903
+3,087
+31% +$282K 0.1% 214
2022
Q1 		$1.33M Buy
9,816
+8,185
+502% +$991K 0.15% 142
2021
Q4 		$263K Sell
1,631
-433
-21% -$93.8K 0.03% 456
2021
Q3 		$495K Buy
2,064
+558
+37% +$143K 0.07% 317
2021
Q2 		$367K Buy
1,506
+7
+0.5% +$1.62K 0.06% 351
2021
Q1 		$340K Buy
+1,499
New +$351K 0.07% 329

Other funds holding XYZ

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $24.8B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Baker Tilly Wealth Management's XYZ Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Block Inc (XYZ) stake by 1.9% in Q3 2026, buying an estimated $4.38K and bringing the position to 2,894 shares worth $213K. The position accounts for 0.04% of the portfolio, ranked #271.

Baker Tilly Wealth Management first reported a position in XYZ in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.37M in Q2 2023. 888 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Baker Tilly Wealth Management held 2,894 shares of Block Inc worth $213K as of Q3 2026.
  • Baker Tilly Wealth Management bought 55 Block Inc shares in Q3 2026, an estimated $4.38K.
  • Block Inc made up 0.04% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #271 holding.
  • Baker Tilly Wealth Management first reported a position in Block Inc in Q1 2021 and has held it in 19 quarters since.
  • Baker Tilly Wealth Management's Block Inc position peaked at $1.37M in Q2 2023.
  • 888 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.