Clark Wealth Partners
XYZ icon

Clark Wealth Partners’s Block Inc XYZ Stock Holding History

Clark Wealth Partners’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 		$1.91K Buy
26
+18
+225% +$1.43K ﹤0.01% 631
2026
Q2 		$608 Hold
8
– – ﹤0.01% 517
2026
Q1 		$482 Buy
+8
New +$486 ﹤0.01% 564
2025
Q1 		– Sell
-26
Closed -$2.21K – 618
2024
Q4 		$2.21K Buy
+26
New +$2.13K ﹤0.01% 339

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

Clark Wealth Partners's XYZ Position: Q3 2026 in Review

Clark Wealth Partners increased its Block Inc (XYZ) stake by 225% in Q3 2026, buying an estimated $1.43K and bringing the position to 26 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Clark Wealth Partners first reported a position in XYZ in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.21K in Q4 2024. 888 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Clark Wealth Partners held 26 shares of Block Inc worth $1.91K as of Q3 2026.
  • Clark Wealth Partners bought 18 Block Inc shares in Q3 2026, an estimated $1.43K.
  • Block Inc made up ﹤0.01% of Clark Wealth Partners's portfolio in Q3 2026, its #631 holding.
  • Clark Wealth Partners first reported a position in Block Inc in Q4 2024 and has held it in 4 quarters since.
  • Clark Wealth Partners's Block Inc position peaked at $2.21K in Q4 2024.
  • 888 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.