Catalyst Private Wealth
XYZ icon

Catalyst Private Wealth’s Block Inc XYZ Stock Holding History

Catalyst Private 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 		$219K Buy
2,983
+24
+0.8% +$1.91K 0.09% 96
2026
Q2 		$225K Buy
+2,959
New +$208K 0.11% 76
2022
Q2 		– Sell
-1,859
Closed -$252K – 83
2022
Q1 		$252K Sell
1,859
-743
-29% -$90K 0.13% 71
2021
Q4 		$420K Sell
2,602
-105
-4% -$22.8K 0.18% 59
2021
Q3 		$649K Buy
2,707
+13
+0.5% +$3.34K 0.28% 33
2021
Q2 		$657K Buy
2,694
+717
+36% +$166K 0.36% 34
2021
Q1 		$449K Buy
1,977
+270
+16% +$63.2K 0.32% 39
2020
Q4 		$372K Hold
1,707
– – 0.33% 41
2020
Q3 		$277K Buy
+1,707
New +$241K 0.27% 43

Other funds holding XYZ

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Catalyst Private Wealth's XYZ Position: Q3 2026 in Review

Catalyst Private Wealth increased its Block Inc (XYZ) stake by 0.81% in Q3 2026, buying an estimated $1.91K and bringing the position to 2,983 shares worth $219K. The position accounts for 0.09% of the portfolio, ranked #96.

Catalyst Private Wealth first reported a position in XYZ in Q3 2020 and has held it in 9 quarters since. The position peaked at $657K in Q2 2021. 354 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Catalyst Private Wealth held 2,983 shares of Block Inc worth $219K as of Q3 2026.
  • Catalyst Private Wealth bought 24 Block Inc shares in Q3 2026, an estimated $1.91K.
  • Block Inc made up 0.09% of Catalyst Private Wealth's portfolio in Q3 2026, its #96 holding.
  • Catalyst Private Wealth first reported a position in Block Inc in Q3 2020 and has held it in 9 quarters since.
  • Catalyst Private Wealth's Block Inc position peaked at $657K in Q2 2021.
  • 354 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Catalyst Private Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.