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Farther Finance Advisors’s Block Inc XYZ Stock Holding History

Farther Finance Advisors’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 		$885K Buy
12,032
+3,453
+40% +$275K 0.01% 1204
2026
Q2 		$653K Buy
8,579
+1,277
+17% +$89.8K 0.01% 1359
2026
Q1 		$435K Buy
7,302
+168
+2% +$10.2K ﹤0.01% 1505
2025
Q4 		$464K Sell
7,134
-310
-4% -$21.4K 0.01% 1356
2025
Q3 		$538K Sell
7,444
-842
-10% -$63K 0.01% 1038
2025
Q2 		$562K Buy
8,286
+2,542
+44% +$148K 0.01% 857
2025
Q1 		$318K Buy
5,744
+1,301
+29% +$97.1K 0.01% 1014
2024
Q4 		$378K Buy
4,443
+1,266
+40% +$104K 0.01% 698
2024
Q3 		$213K Buy
3,177
+120
+4% +$7.75K 0.01% 968
2024
Q2 		$195K Buy
3,057
+269
+10% +$18.8K 0.01% 842
2024
Q1 		$227K Buy
2,788
+762
+38% +$55.1K 0.01% 646
2023
Q4 		$157K Buy
2,026
+358
+21% +$20.2K 0.01% 638
2023
Q3 		$73.8K Buy
1,668
+402
+32% +$24.9K 0.01% 659
2023
Q2 		$84.3K Buy
1,266
+44
+4% +$2.75K 0.02% 515
2023
Q1 		$83.9K Buy
1,222
+755
+162% +$56.5K 0.02% 454
2022
Q4 		$29.3K Buy
+467
New +$28.8K 0.01% 618

Other funds holding XYZ

CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Farther Finance Advisors's XYZ Position: Q3 2026 in Review

Farther Finance Advisors increased its Block Inc (XYZ) stake by 40% in Q3 2026, buying an estimated $275K and bringing the position to 12,032 shares worth $885K. The position accounts for 0.01% of the portfolio, ranked #1204.

Farther Finance Advisors first reported a position in XYZ in Q4 2022 and has held it in 16 quarters since. 50 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Farther Finance Advisors held 12,032 shares of Block Inc worth $885K as of Q3 2026.
  • Farther Finance Advisors bought 3,453 Block Inc shares in Q3 2026, an estimated $275K.
  • Block Inc made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1204 holding.
  • Farther Finance Advisors first reported a position in Block Inc in Q4 2022 and has held it in 16 quarters since.
  • 50 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.