Diversified Trust
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Diversified Trust’s Block Inc XYZ Stock Holding History

Diversified Trust’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 		$399K Buy
+5,426
New +$432K 0.01% 762
2024
Q1 		– Sell
-57,232
Closed -$4.43M – 951
2023
Q4 		$4.43M Buy
57,232
+209
+0.4% +$11.8K 0.15% 79
2023
Q3 		$2.52M Sell
57,023
-148
-0.3% -$9.16K 0.1% 121
2023
Q2 		$3.81M Buy
57,171
+12,061
+27% +$754K 0.14% 87
2023
Q1 		$3.1M Sell
45,110
-1,833
-4% -$137K 0.12% 100
2022
Q4 		$2.95M Sell
46,943
-5,757
-11% -$355K 0.12% 100
2022
Q3 		$2.9M Sell
52,700
-1,706
-3% -$121K 0.13% 87
2022
Q2 		$3.34M Sell
54,406
-237
-0.4% -$21.7K 0.14% 81
2022
Q1 		$7.41M Buy
54,643
+6,746
+14% +$817K 0.26% 50
2021
Q4 		$7.74M Buy
47,897
+9,180
+24% +$1.99M 0.25% 54
2021
Q3 		$9.29M Buy
38,717
+630
+2% +$162K 0.33% 40
2021
Q2 		$9.29M Sell
38,087
-862
-2% -$200K 0.34% 39
2021
Q1 		$8.84M Buy
38,949
+851
+2% +$199K 0.34% 39
2020
Q4 		$8.29M Buy
38,098
+32,655
+600% +$6.37M 0.34% 39
2020
Q3 		$885K Buy
5,443
+2,354
+76% +$332K 0.04% 201
2020
Q2 		$324K Buy
+3,089
New +$236K 0.02% 368

Other funds holding XYZ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Diversified Trust's XYZ Position: Q3 2026 in Review

Diversified Trust opened a new position in Block Inc (XYZ) in Q3 2026: 5,426 shares worth $399K. The stake represents 0.01% of the portfolio and ranks #762 among its holdings. This is a return to the name: Diversified Trust previously reported a position in XYZ as recently as Q4 2023.

Diversified Trust first reported a position in XYZ in Q2 2020 and has held it in 16 quarters since. The position peaked at $9.29M in Q3 2021. 624 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Diversified Trust held 5,426 shares of Block Inc worth $399K as of Q3 2026.
  • Block Inc was a new Diversified Trust position in Q3 2026.
  • Block Inc made up 0.01% of Diversified Trust's portfolio in Q3 2026, its #762 holding.
  • Diversified Trust first reported a position in Block Inc in Q2 2020 and has held it in 16 quarters since.
  • Diversified Trust's Block Inc position peaked at $9.29M in Q3 2021.
  • 624 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.