Everhart Financial Group’s Block Inc XYZ Stock Holding History

Everhart Financial Group’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 Q2	$387K	Buy	5,094 +306	+6%	+$21.5K	0.02%	313
2026 Q1	$288K	Buy	4,788 +449	+10%	+$27.3K	0.02%	365
2025 Q4	$282K	Buy	4,339 +215	+5%	+$14.8K	0.03%	338
2025 Q3	$298K	Buy	4,124 +1,032	+33%	+$77.2K	0.03%	314
2025 Q2	$210K	Buy	+3,092	New	+$180K	0.02%	329
2025 Q1	–	Sell	-4,816	Closed	-$409K	–	351
2024 Q4	$409K	Buy	4,816 +584	+14%	+$47.9K	0.08%	216
2024 Q3	$284K	Buy	4,232 +991	+31%	+$64K	0.06%	267
2024 Q2	$209K	Buy	3,241 +429	+15%	+$30K	0.05%	282
2024 Q1	$238K	Buy	+2,812	New	+$203K	0.07%	243
2023 Q2	–	Sell	-3,515	Closed	-$241K	–	226
2023 Q1	$241K	Buy	3,515 +309	+10%	+$23.1K	0.11%	165
2022 Q4	$201K	Buy	+3,206	New	+$198K	0.1%	176

Other funds holding XYZ

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Everhart Financial Group's XYZ Position: Q2 2026 in Review

Everhart Financial Group increased its Block Inc (XYZ) stake by 6.4% in Q2 2026, buying an estimated $21.5K and bringing the position to 5,094 shares worth $387K. The position accounts for 0.02% of the portfolio, ranked #313.

Everhart Financial Group first reported a position in XYZ in Q4 2022 and has held it in 11 quarters since. The position peaked at $409K in Q4 2024. 156 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Everhart Financial Group held 5,094 shares of Block Inc worth $387K as of Q2 2026.
Everhart Financial Group bought 306 Block Inc shares in Q2 2026, an estimated $21.5K.
Block Inc made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #313 holding.
Everhart Financial Group first reported a position in Block Inc in Q4 2022 and has held it in 11 quarters since.
Everhart Financial Group's Block Inc position peaked at $409K in Q4 2024.
156 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.