Doliver Advisors’s Block Inc XYZ Stock Holding History

Doliver Advisors’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	$456K	Sell	6,198 -120	-2%	-$9.6K	0.1%	128
2026 Q2	$480K	Sell	6,318 -154	-2%	-$10.8K	0.11%	131
2026 Q1	$389K	Sell	6,472 -832	-11%	-$50.6K	0.09%	135
2025 Q4	$475K	Buy	7,304 +1,503	+26%	+$104K	0.12%	115
2025 Q3	$419K	Sell	5,801 -25	-0.4%	-$1.87K	0.11%	123
2025 Q2	$396K	Sell	5,826 -456	-7%	-$26.5K	0.11%	124
2025 Q1	$341K	Sell	6,282 -24	-0.4%	-$1.79K	0.1%	124
2024 Q4	$536K	Sell	6,306 -35	-0.6%	-$2.87K	0.15%	94
2024 Q3	$426K	Buy	6,341 +525	+9%	+$33.9K	0.12%	105
2024 Q2	$375K	Buy	+5,816	New	+$407K	0.1%	108
2022 Q2	–	Sell	-1,649	Closed	-$224K	–	184
2022 Q1	$224K	Buy	+1,649	New	+$200K	0.07%	154

Other funds holding XYZ

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Doliver Advisors's XYZ Position: Q3 2026 in Review

Doliver Advisors reduced its Block Inc (XYZ) stake by 1.9% in Q3 2026, selling an estimated $9.6K and leaving 6,198 shares worth $456K. The position accounts for 0.1% of the portfolio, ranked #128.

Doliver Advisors first reported a position in XYZ in Q1 2022 and has held it in 11 quarters since. The position peaked at $536K in Q4 2024. 624 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

Doliver Advisors held 6,198 shares of Block Inc worth $456K as of Q3 2026.
Doliver Advisors sold 120 Block Inc shares in Q3 2026, an estimated $9.6K.
Block Inc made up 0.1% of Doliver Advisors's portfolio in Q3 2026, its #128 holding.
Doliver Advisors first reported a position in Block Inc in Q1 2022 and has held it in 11 quarters since.
Doliver Advisors's Block Inc position peaked at $536K in Q4 2024.
624 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.