GI
XYZ icon

GAMMA Investing’s Block Inc XYZ Stock Holding History

GAMMA Investing’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 		$1.02M Buy
13,846
+1,228
+10% +$97.7K 0.03% 425
2026
Q2 		$959K Buy
12,618
+1,525
+14% +$107K 0.04% 409
2026
Q1 		$668K Buy
11,093
+6,256
+129% +$380K 0.03% 469
2025
Q4 		$315K Buy
4,837
+461
+11% +$31.8K 0.02% 735
2025
Q3 		$316K Buy
4,376
+1,715
+64% +$128K 0.02% 689
2025
Q2 		$181K Buy
2,661
+218
+9% +$12.7K 0.01% 985
2025
Q1 		$133K Sell
2,443
-50
-2% -$3.73K 0.01% 1032
2024
Q4 		$212K Buy
2,493
+168
+7% +$13.8K 0.02% 662
2024
Q3 		$156K Buy
2,325
+1,060
+84% +$68.5K 0.02% 739
2024
Q2 		$81.6K Buy
1,265
+136
+12% +$9.51K 0.01% 887
2024
Q1 		$95.5K Buy
1,129
+164
+17% +$11.9K 0.02% 672
2023
Q4 		$62.7K Buy
+965
New +$54.6K 0.02% 766

Other funds holding XYZ

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

GAMMA Investing's XYZ Position: Q3 2026 in Review

GAMMA Investing increased its Block Inc (XYZ) stake by 9.7% in Q3 2026, buying an estimated $97.7K and bringing the position to 13,846 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #425.

GAMMA Investing first reported a position in XYZ in Q4 2023 and has held it in 12 quarters since. 32 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • GAMMA Investing held 13,846 shares of Block Inc worth $1.02M as of Q3 2026.
  • GAMMA Investing bought 1,228 Block Inc shares in Q3 2026, an estimated $97.7K.
  • Block Inc made up 0.03% of GAMMA Investing's portfolio in Q3 2026, its #425 holding.
  • GAMMA Investing first reported a position in Block Inc in Q4 2023 and has held it in 12 quarters since.
  • 32 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.