Cache Advisors
XYZ icon

Cache Advisors’s Block Inc XYZ Stock Holding History

Cache Advisors’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 		$576K Hold
7,830
– – 0.04% 114
2026
Q2 		$595K Hold
7,830
– – 0.05% 96
2026
Q1 		$471K Hold
7,830
– – 0.05% 85
2025
Q4 		$510K Sell
7,830
-15,705
-67% -$1.08M 0.06% 82
2025
Q3 		$2.07M Buy
23,535
+15,705
+201% +$1.18M 0.36% 33
2025
Q2 		$532K Hold
7,830
– – 0.14% 65
2025
Q1 		$425K Hold
7,830
– – 0.16% 61
2024
Q4 		$665K Buy
+7,830
New +$642K 0.28% 44

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
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
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Cache Advisors's XYZ Position: Q3 2026 in Review

Cache Advisors held its Block Inc (XYZ) position steady in Q3 2026 at 7,830 shares worth $576K. The position accounts for 0.04% of the portfolio, ranked #114.

Cache Advisors first reported a position in XYZ in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.07M in Q3 2025. 177 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Cache Advisors held 7,830 shares of Block Inc worth $576K as of Q3 2026.
  • Cache Advisors left its Block Inc share count unchanged in Q3 2026.
  • Block Inc made up 0.04% of Cache Advisors's portfolio in Q3 2026, its #114 holding.
  • Cache Advisors first reported a position in Block Inc in Q4 2024 and has held it in 8 quarters since.
  • Cache Advisors's Block Inc position peaked at $2.07M in Q3 2025.
  • 177 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Cache Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.