Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s Block Inc XYZ Stock Holding History

Dynamic Advisor Solutions’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 		$213K Buy
2,902
+83
+3% +$6.61K 0.01% 962
2026
Q2 		$214K Buy
+2,819
New +$198K 0.01% 975
2025
Q4 		– Sell
-3,695
Closed -$267K – 1008
2025
Q3 		$267K Buy
3,695
+101
+3% +$7.56K 0.01% 807
2025
Q2 		$244K Buy
+3,594
New +$209K 0.01% 800
2024
Q4 		– Sell
-4,650
Closed -$312K – 958
2024
Q3 		$312K Sell
4,650
-1,209
-21% -$78.1K 0.01% 736
2024
Q2 		$378K Sell
5,859
-245
-4% -$17.1K 0.01% 697
2024
Q1 		$516K Sell
6,104
-224
-4% -$16.2K 0.02% 596
2023
Q4 		$424K Buy
6,328
+180
+3% +$10.2K 0.02% 615
2023
Q3 		$272K Buy
6,148
+2,146
+54% +$133K 0.01% 686
2023
Q2 		$266K Buy
4,002
+396
+11% +$24.7K 0.01% 658
2023
Q1 		$248K Sell
3,606
-1,055
-23% -$79K 0.01% 645
2022
Q4 		$293K Sell
4,661
-1,162
-20% -$71.7K 0.02% 558
2022
Q3 		$320K Sell
5,823
-141
-2% -$10K 0.02% 507
2022
Q2 		$367K Sell
5,964
-971
-14% -$88.7K 0.03% 480
2022
Q1 		$940K Sell
6,935
-6,804
-50% -$824K 0.07% 281
2021
Q4 		$2.22M Sell
13,739
-1,197
-8% -$259K 0.16% 151
2021
Q3 		$3.58M Buy
14,936
+5,489
+58% +$1.41M 0.27% 84
2021
Q2 		$2.3M Buy
9,447
+3,169
+50% +$735K 0.18% 133
2021
Q1 		$1.42M Sell
6,278
-4,610
-42% -$1.08M 0.13% 189
2020
Q4 		$2.37M Sell
10,888
-508
-4% -$99.1K 0.22% 118
2020
Q3 		$1.85M Buy
11,396
+1,399
+14% +$198K 0.21% 128
2020
Q2 		$1.05M Buy
9,997
+4,612
+86% +$353K 0.14% 174
2020
Q1 		$282K Buy
5,385
+750
+16% +$51.3K 0.05% 347
2019
Q4 		$290K Sell
4,635
-7
-0.2% -$447 0.04% 419
2019
Q3 		$288K Buy
4,642
+1,410
+44% +$95.8K 0.04% 385
2019
Q2 		$234K Buy
+3,232
New +$226K 0.04% 419
2019
Q1 		– Sell
-4,520
Closed -$352K – 456
2018
Q4 		$352K Buy
+4,520
New +$319K 0.07% 256

Other funds holding XYZ

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Dynamic Advisor Solutions's XYZ Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Block Inc (XYZ) stake by 2.9% in Q3 2026, buying an estimated $6.61K and bringing the position to 2,902 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #962.

Dynamic Advisor Solutions first reported a position in XYZ in Q4 2018 and has held it in 27 quarters since. The position peaked at $3.58M in Q3 2021. 131 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Dynamic Advisor Solutions held 2,902 shares of Block Inc worth $213K as of Q3 2026.
  • Dynamic Advisor Solutions bought 83 Block Inc shares in Q3 2026, an estimated $6.61K.
  • Block Inc made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #962 holding.
  • Dynamic Advisor Solutions first reported a position in Block Inc in Q4 2018 and has held it in 27 quarters since.
  • Dynamic Advisor Solutions's Block Inc position peaked at $3.58M in Q3 2021.
  • 131 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.