Compass Financial Management
XYZ icon

Compass Financial Management’s Block Inc XYZ Stock Holding History

Compass Financial 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 		$14.2K Buy
192
+65
+51% +$5.17K ﹤0.01% 1039
2026
Q2 		$10.5K Buy
+127
New +$8.93K ﹤0.01% 1038

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

Compass Financial Management's XYZ Position: Q3 2026 in Review

Compass Financial Management increased its Block Inc (XYZ) stake by 51% in Q3 2026, buying an estimated $5.17K and bringing the position to 192 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

Compass Financial Management first reported a position in XYZ in Q2 2026 and has held it in 2 quarters since. 888 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Compass Financial Management held 192 shares of Block Inc worth $14.2K as of Q3 2026.
  • Compass Financial Management bought 65 Block Inc shares in Q3 2026, an estimated $5.17K.
  • Block Inc made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1039 holding.
  • Compass Financial Management first reported a position in Block Inc in Q2 2026 and has held it in 2 quarters since.
  • 888 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.