HHGA
XYZ

Halbert Hargrove Global Advisors’s Block Inc XYZ Stock Holding History

Halbert Hargrove Global 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
Q2 		$285 Buy
+4
New +$281 ﹤0.01% 608
2025
Q4 		– Sell
-37
Closed -$2.67K – 763
2025
Q3 		$2.67K Buy
+37
New +$2.77K ﹤0.01% 511
2025
Q2 		– Sell
-9
Closed -$488 – 675
2025
Q1 		$488 Buy
+9
New +$672 ﹤0.01% 504

Other funds holding XYZ

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Halbert Hargrove Global Advisors's XYZ Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Block Inc (XYZ) in Q2 2026: 4 shares worth $285. The stake represents ﹤0.01% of the portfolio and ranks #608 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in XYZ as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in XYZ in Q1 2025 and has held it in 3 quarters since. The position peaked at $2.67K in Q3 2025. 195 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Halbert Hargrove Global Advisors held 4 shares of Block Inc worth $285 as of Q2 2026.
  • Block Inc was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Block Inc made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #608 holding.
  • Halbert Hargrove Global Advisors first reported a position in Block Inc in Q1 2025 and has held it in 3 quarters since.
  • Halbert Hargrove Global Advisors's Block Inc position peaked at $2.67K in Q3 2025.
  • 195 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.