IFS Advisors
XYZ icon

IFS Advisors’s Block Inc XYZ Stock Holding History

IFS 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 		$1.84K Hold
25
– – ﹤0.01% 415
2026
Q2 		$1.9K Hold
25
– – ﹤0.01% 190
2026
Q1 		$1.5K Hold
25
– – ﹤0.01% 187
2025
Q4 		$1.63K Hold
25
– – ﹤0.01% 161
2025
Q3 		$1.81K Hold
25
– – ﹤0.01% 149
2025
Q2 		$1.7K Hold
25
– – ﹤0.01% 143
2025
Q1 		$1.36K Buy
+25
New +$1.87K ﹤0.01% 170
2021
Q1 		– Sell
-20
Closed -$4K – 160
2020
Q4 		$4K Buy
+20
New +$3.9K ﹤0.01% 135

Other funds holding XYZ

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
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
Bourgeon Capital Management
Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFS Advisors's XYZ Position: Q3 2026 in Review

IFS Advisors held its Block Inc (XYZ) position steady in Q3 2026 at 25 shares worth $1.84K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

IFS Advisors first reported a position in XYZ in Q4 2020 and has held it in 8 quarters since. The position peaked at $4K in Q4 2020. 231 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • IFS Advisors held 25 shares of Block Inc worth $1.84K as of Q3 2026.
  • IFS Advisors left its Block Inc share count unchanged in Q3 2026.
  • Block Inc made up ﹤0.01% of IFS Advisors's portfolio in Q3 2026, its #415 holding.
  • IFS Advisors first reported a position in Block Inc in Q4 2020 and has held it in 8 quarters since.
  • IFS Advisors's Block Inc position peaked at $4K in Q4 2020.
  • 231 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.