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GoalVest Advisory’s Block Inc XYZ Stock Holding History

GoalVest Advisory’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 		$10.9K Buy
+148
New +$11.8K ﹤0.01% 431
2023
Q2 		– Sell
-12
Closed -$824 – 418
2023
Q1 		$824 Buy
+12
New +$898 ﹤0.01% 238
2021
Q1 		– Sell
-206
Closed -$45K – 244
2020
Q4 		$45K Buy
+206
New +$40.2K 0.04% 122

Other funds holding XYZ

CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 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

GoalVest Advisory's XYZ Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Block Inc (XYZ) in Q3 2026: 148 shares worth $10.9K. The stake represents ﹤0.01% of the portfolio and ranks #431 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in XYZ as recently as Q1 2023.

GoalVest Advisory first reported a position in XYZ in Q4 2020 and has held it in 3 quarters since. The position peaked at $45K in Q4 2020. 50 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • GoalVest Advisory held 148 shares of Block Inc worth $10.9K as of Q3 2026.
  • Block Inc was a new GoalVest Advisory position in Q3 2026.
  • Block Inc made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #431 holding.
  • GoalVest Advisory first reported a position in Block Inc in Q4 2020 and has held it in 3 quarters since.
  • GoalVest Advisory's Block Inc position peaked at $45K in Q4 2020.
  • 50 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.