Diversify Advisory Services
XYZ icon

Diversify Advisory Services’s Block Inc XYZ Stock Holding History

Diversify Advisory Services’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 		$277K Buy
3,475
+165
+5% +$13.1K ﹤0.01% 1118
2026
Q2 		$269K Buy
+3,310
New +$233K ﹤0.01% 1095
2025
Q1 		– Sell
-15,931
Closed -$1.31M – 705
2024
Q4 		$1.31M Buy
+15,931
New +$1.31M 0.07% 192
2024
Q2 		– Sell
-2,619
Closed -$213K – 727
2024
Q1 		$213K Buy
+2,619
New +$189K 0.01% 598

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

Diversify Advisory Services's XYZ Position: Q3 2026 in Review

Diversify Advisory Services increased its Block Inc (XYZ) stake by 5% in Q3 2026, buying an estimated $13.1K and bringing the position to 3,475 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

Diversify Advisory Services first reported a position in XYZ in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.31M in Q4 2024. 159 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Diversify Advisory Services held 3,475 shares of Block Inc worth $277K as of Q3 2026.
  • Diversify Advisory Services bought 165 Block Inc shares in Q3 2026, an estimated $13.1K.
  • Block Inc made up ﹤0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #1118 holding.
  • Diversify Advisory Services first reported a position in Block Inc in Q1 2024 and has held it in 4 quarters since.
  • Diversify Advisory Services's Block Inc position peaked at $1.31M in Q4 2024.
  • 159 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.