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Byrne Asset Management’s Block Inc XYZ Stock Holding History

Byrne Asset 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 		$5.78K Hold
78
– – ﹤0.01% 516
2026
Q2 		$5.93K Buy
+78
New +$5.48K ﹤0.01% 483
2025
Q1 		– Sell
-125
Closed -$10.6K – 602
2024
Q4 		$10.6K Buy
+125
New +$10.3K 0.01% 385
2023
Q2 		– Sell
-136
Closed -$9K – 640
2023
Q1 		$9K Sell
136
-14
-9% -$1.05K 0.01% 404
2022
Q4 		$9.43K Sell
150
-148
-50% -$9.13K 0.01% 379
2022
Q3 		$16K Sell
298
-385
-56% -$27.3K 0.01% 324
2022
Q2 		$42K Buy
683
+681
+34,050% +$62.2K 0.03% 209
2022
Q1 		$0 Sell
2
-18
-90% -$2.18K ﹤0.01% 557
2021
Q4 		$3K Buy
+20
New +$4.33K ﹤0.01% 495

Other funds holding XYZ

CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 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
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Byrne Asset Management's XYZ Position: Q3 2026 in Review

Byrne Asset Management held its Block Inc (XYZ) position steady in Q3 2026 at 78 shares worth $5.78K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Byrne Asset Management first reported a position in XYZ in Q4 2021 and has held it in 9 quarters since. The position peaked at $42K in Q2 2022. 49 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Byrne Asset Management held 78 shares of Block Inc worth $5.78K as of Q3 2026.
  • Byrne Asset Management left its Block Inc share count unchanged in Q3 2026.
  • Block Inc made up ﹤0.01% of Byrne Asset Management's portfolio in Q3 2026, its #516 holding.
  • Byrne Asset Management first reported a position in Block Inc in Q4 2021 and has held it in 9 quarters since.
  • Byrne Asset Management's Block Inc position peaked at $42K in Q2 2022.
  • 49 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.