Formidable Asset Management’s Block Inc XYZ Stock Holding History

Formidable Asset Management’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	$1.19M	Buy	+15,652	New	+$1.25M	0.18%	126
2021 Q3	–	Sell	-831	Closed	-$203K	–	387
2021 Q2	$203K	Buy	+831	New	+$193K	0.04%	287
2021 Q1	–	Sell	-1,727	Closed	-$378K	–	317
2020 Q4	$378K	Sell	1,727 -75	-4%	-$14.6K	0.09%	180
2020 Q3	$298K	Sell	1,802 -3,742	-67%	-$528K	0.09%	179
2020 Q2	$660K	Buy	+5,544	New	+$424K	0.19%	103
2019 Q3	–	Sell	-4,000	Closed	-$311K	–	237
2019 Q2	$311K	Buy	+4,000	New	+$279K	0.11%	154

Other funds holding XYZ

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Formidable Asset Management's XYZ Position: Q3 2026 in Review

Formidable Asset Management opened a new position in Block Inc (XYZ) in Q3 2026: 15,652 shares worth $1.19M. The stake represents 0.18% of the portfolio and ranks #126 among its holdings. This is a return to the name: Formidable Asset Management previously reported a position in XYZ as recently as Q2 2021.

Formidable Asset Management first reported a position in XYZ in Q2 2019 and has held it in 6 quarters since. 624 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

Formidable Asset Management held 15,652 shares of Block Inc worth $1.19M as of Q3 2026.
Block Inc was a new Formidable Asset Management position in Q3 2026.
Block Inc made up 0.18% of Formidable Asset Management's portfolio in Q3 2026, its #126 holding.
Formidable Asset Management first reported a position in Block Inc in Q2 2019 and has held it in 6 quarters since.
624 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Formidable Asset Management's 13F filing for Q3 2026, filed 3 Nov 2026.