Fifth Third Wealth Advisors’s Block Inc XYZ Stock Holding History

Fifth Third Wealth 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	$373K	Sell	5,066 -18	-0.4%	-$1.43K	0.01%	650
2026 Q2	$386K	Buy	5,084 +562	+12%	+$39.5K	0.01%	593
2026 Q1	$272K	Sell	4,522 -457	-9%	-$27.8K	0.01%	644
2025 Q4	$324K	Sell	4,979 -573	-10%	-$39.5K	0.01%	552
2025 Q3	$401K	Buy	+5,552	New	+$416K	0.01%	452
2025 Q1	–	Sell	-2,723	Closed	-$231K	–	757
2024 Q4	$231K	Buy	+2,723	New	+$223K	0.01%	626
2024 Q3	–	Sell	-3,107	Closed	-$200K	–	736
2024 Q2	$200K	Buy	+3,107	New	+$217K	0.02%	604

Other funds holding XYZ

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Fifth Third Wealth Advisors's XYZ Position: Q3 2026 in Review

Fifth Third Wealth Advisors reduced its Block Inc (XYZ) stake by 0.35% in Q3 2026, selling an estimated $1.43K and leaving 5,066 shares worth $373K. The position accounts for 0.01% of the portfolio, ranked #650.

Fifth Third Wealth Advisors first reported a position in XYZ in Q2 2024 and has held it in 7 quarters since. The position peaked at $401K in Q3 2025. 460 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

Fifth Third Wealth Advisors held 5,066 shares of Block Inc worth $373K as of Q3 2026.
Fifth Third Wealth Advisors sold 18 Block Inc shares in Q3 2026, an estimated $1.43K.
Block Inc made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #650 holding.
Fifth Third Wealth Advisors first reported a position in Block Inc in Q2 2024 and has held it in 7 quarters since.
Fifth Third Wealth Advisors's Block Inc position peaked at $401K in Q3 2025.
460 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.