Halbert Hargrove Global Advisors
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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
Q3 		– Sell
-4
Closed -$285 – 718
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Halbert Hargrove Global Advisors's XYZ Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Block Inc (XYZ) in Q3 2026, closing a stake of 4 shares — an estimated $285 sold.

Halbert Hargrove Global Advisors first reported a position in XYZ in Q1 2025 and held it in 3 quarters. The position peaked at $2.67K in Q3 2025. 411 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining Block Inc position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 4 Block Inc shares in Q3 2026, an estimated $285.
  • Halbert Hargrove Global Advisors first reported a position in Block Inc in Q1 2025 and held it in 3 quarters.
  • Halbert Hargrove Global Advisors's Block Inc position peaked at $2.67K in Q3 2025.
  • 411 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.