FFA
XYZ

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
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

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Farther Finance Advisors's XYZ Position: Q2 2026 in Review

Farther Finance Advisors increased its Block Inc (XYZ) stake by 17% in Q2 2026, buying an estimated $89.8K and bringing the position to 8,579 shares worth $653K. The position accounts for 0.01% of the portfolio, ranked #1359.

Farther Finance Advisors first reported a position in XYZ in Q4 2022 and has held it in 15 quarters since. 195 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Farther Finance Advisors held 8,579 shares of Block Inc worth $653K as of Q2 2026.
  • Farther Finance Advisors bought 1,277 Block Inc shares in Q2 2026, an estimated $89.8K.
  • Block Inc made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1359 holding.
  • Farther Finance Advisors first reported a position in Block Inc in Q4 2022 and has held it in 15 quarters since.
  • 195 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.