Balance Wealth
XYZ icon

Balance Wealth’s Block Inc XYZ Stock Holding History

Balance Wealth’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 		$1.65K Buy
+22
New +$1.75K ﹤0.01% 787

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

Balance Wealth's XYZ Position: Q3 2026 in Review

Balance Wealth opened a new position in Block Inc (XYZ) in Q3 2026: 22 shares worth $1.65K. The stake represents ﹤0.01% of the portfolio and ranks #787 among its holdings.

888 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Balance Wealth held 22 shares of Block Inc worth $1.65K as of Q3 2026.
  • Block Inc was a new Balance Wealth position in Q3 2026.
  • Block Inc made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #787 holding.
  • 888 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.