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Essential Partners’s Block Inc XYZ Stock Holding History

Essential Partners’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 		$40.7K Sell
554
-139
-20% -$11.1K 0.02% 678
2026
Q2 		$52.7K Buy
693
+660
+2,000% +$46.4K 0.02% 598
2026
Q1 		$1.99K Buy
33
+30
+1,000% +$1.82K ﹤0.01% 2007
2025
Q4 		$195 Sell
3
-5
-63% -$345 ﹤0.01% 2437
2025
Q3 		$578 Buy
+8
New +$599 ﹤0.01% 2171

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

Essential Partners's XYZ Position: Q3 2026 in Review

Essential Partners reduced its Block Inc (XYZ) stake by 20% in Q3 2026, selling an estimated $11.1K and leaving 554 shares worth $40.7K. The position accounts for 0.02% of the portfolio, ranked #678.

Essential Partners first reported a position in XYZ in Q3 2025 and has held it in 5 quarters since. The position peaked at $52.7K in Q2 2026. 121 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Essential Partners held 554 shares of Block Inc worth $40.7K as of Q3 2026.
  • Essential Partners sold 139 Block Inc shares in Q3 2026, an estimated $11.1K.
  • Block Inc made up 0.02% of Essential Partners's portfolio in Q3 2026, its #678 holding.
  • Essential Partners first reported a position in Block Inc in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's Block Inc position peaked at $52.7K in Q2 2026.
  • 121 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.