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
2021
Q1 		– Sell
-100
Closed -$2K – 786
2020
Q4 		$2K Buy
+100
New +$19.5K ﹤0.01% 674
2019
Q1 		– Sell
-58,200
Closed -$1K – 455
2018
Q4 		$1K Buy
+58,200
New +$4.11M ﹤0.01% 399

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 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

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. 231 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.
  • 231 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.