Facet Wealth Inc
XYZ icon

Facet Wealth Inc’s Block Inc XYZ Stock Holding History

Facet Wealth Inc’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 		$220K Sell
2,989
-144
-5% -$11.5K ﹤0.01% 428
2026
Q2 		$238K Buy
+3,133
New +$220K ﹤0.01% 359
2025
Q1 		– Sell
-23,037
Closed -$1.97M – 149
2024
Q4 		$1.97M Buy
23,037
+121
+0.5% +$9.9K 0.05% 57
2024
Q3 		$1.65M Buy
+22,916
New +$1.48M 0.05% 56

Other funds holding XYZ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Facet Wealth Inc's XYZ Position: Q3 2026 in Review

Facet Wealth Inc reduced its Block Inc (XYZ) stake by 4.6% in Q3 2026, selling an estimated $11.5K and leaving 2,989 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Facet Wealth Inc first reported a position in XYZ in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.97M in Q4 2024. 499 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Facet Wealth Inc held 2,989 shares of Block Inc worth $220K as of Q3 2026.
  • Facet Wealth Inc sold 144 Block Inc shares in Q3 2026, an estimated $11.5K.
  • Block Inc made up ﹤0.01% of Facet Wealth Inc's portfolio in Q3 2026, its #428 holding.
  • Facet Wealth Inc first reported a position in Block Inc in Q3 2024 and has held it in 4 quarters since.
  • Facet Wealth Inc's Block Inc position peaked at $1.97M in Q4 2024.
  • 499 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Facet Wealth Inc's 13F filing for Q3 2026, filed 4 Nov 2026.