Fortitude Family Office’s Block Inc XYZ Stock Holding History

Fortitude Family Office’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	$18.7K	Buy	254 +33	+15%	+$2.63K	﹤0.01%	884
2026 Q2	$16.8K	Buy	221 +72	+48%	+$5.06K	﹤0.01%	589
2026 Q1	$8.97K	Buy	149 +66	+80%	+$4.01K	﹤0.01%	700
2025 Q4	$5.4K	Sell	83 -40	-33%	-$2.76K	﹤0.01%	787
2025 Q3	$8.89K	Buy	123 +2	+2%	+$150	﹤0.01%	614
2025 Q2	$8.22K	Buy	121 +50	+70%	+$2.91K	﹤0.01%	626
2025 Q1	$3.86K	Hold	71	–	–	﹤0.01%	793
2024 Q4	$6.03K	Hold	71	–	–	﹤0.01%	781
2024 Q3	$4.77K	Buy	+71	New	+$4.59K	﹤0.01%	806

Other funds holding XYZ

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

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

MCA

Martin Capital Advisors San Antonio, Texas $193M AUM 34.04% 1-Year Est. Return

Fortitude Family Office's XYZ Position: Q3 2026 in Review

Fortitude Family Office increased its Block Inc (XYZ) stake by 15% in Q3 2026, buying an estimated $2.63K and bringing the position to 254 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Fortitude Family Office first reported a position in XYZ in Q3 2024 and has held it in 9 quarters since. 92 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

Fortitude Family Office held 254 shares of Block Inc worth $18.7K as of Q3 2026.
Fortitude Family Office bought 33 Block Inc shares in Q3 2026, an estimated $2.63K.
Block Inc made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #884 holding.
Fortitude Family Office first reported a position in Block Inc in Q3 2024 and has held it in 9 quarters since.
92 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.