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Independent Financial Group’s Block Inc XYZ Stock Holding History

Independent Financial Group’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 		$252K Sell
3,424
-528
-13% -$42K ﹤0.01% 1378
2026
Q2 		$300K Sell
3,952
-4,385
-53% -$308K 0.01% 1245
2026
Q1 		$502K Sell
8,337
-775
-9% -$47.1K 0.01% 931
2025
Q4 		$593K Sell
9,112
-2,425
-21% -$167K 0.01% 818
2025
Q3 		$834K Sell
11,537
-8,030
-41% -$601K 0.02% 659
2025
Q2 		$1.33M Sell
19,567
-6,186
-24% -$360K 0.04% 457
2025
Q1 		$1.4M Sell
25,753
-1,167
-4% -$87.1K 0.05% 386
2024
Q4 		$2.29M Buy
26,920
+133
+0.5% +$10.9K 0.08% 257
2024
Q3 		$1.8M Buy
26,787
+1,332
+5% +$86K 0.07% 292
2024
Q2 		$1.64M Sell
25,455
-2,462
-9% -$172K 0.07% 271
2024
Q1 		$2.36M Buy
27,917
+2,669
+11% +$193K 0.11% 181
2023
Q4 		$1.95M Buy
25,248
+6,809
+37% +$385K 0.1% 212
2023
Q3 		$816K Sell
18,439
-976
-5% -$60.4K 0.05% 366
2023
Q2 		$1.29M Sell
19,415
-6,057
-24% -$378K 0.09% 252
2023
Q1 		$1.75M Buy
25,472
+12,888
+102% +$965K 0.14% 164
2022
Q4 		$791K Sell
12,584
-1,730
-12% -$107K 0.07% 303
2022
Q3 		$787K Buy
14,314
+327
+2% +$23.2K 0.07% 278
2022
Q2 		$860K Sell
13,987
-14,426
-51% -$1.32M 0.09% 256
2022
Q1 		$3.85M Buy
28,413
+10,840
+62% +$1.31M 0.31% 54
2021
Q4 		$2.84M Buy
17,573
+3,390
+24% +$735K 0.23% 85
2021
Q3 		$3.4M Buy
14,183
+1,393
+11% +$358K 0.35% 57
2021
Q2 		$3.12M Buy
12,790
+2,367
+23% +$549K 0.33% 67
2021
Q1 		$2.37M Sell
10,423
-116
-1% -$27.1K 0.31% 76
2020
Q4 		$2.29M Buy
10,539
+2,726
+35% +$532K 0.34% 67
2020
Q3 		$1.27M Buy
7,813
+1,896
+32% +$268K 0.24% 101
2020
Q2 		$621K Sell
5,917
-2,179
-27% -$167K 0.14% 175
2020
Q1 		$424K Buy
+8,096
New +$554K 0.12% 197

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
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
UIA
Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 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

Independent Financial Group's XYZ Position: Q3 2026 in Review

Independent Financial Group reduced its Block Inc (XYZ) stake by 13% in Q3 2026, selling an estimated $42K and leaving 3,424 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Independent Financial Group first reported a position in XYZ in Q1 2020 and has held it in 27 quarters since. The position peaked at $3.85M in Q1 2022. 54 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Independent Financial Group held 3,424 shares of Block Inc worth $252K as of Q3 2026.
  • Independent Financial Group sold 528 Block Inc shares in Q3 2026, an estimated $42K.
  • Block Inc made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1378 holding.
  • Independent Financial Group first reported a position in Block Inc in Q1 2020 and has held it in 27 quarters since.
  • Independent Financial Group's Block Inc position peaked at $3.85M in Q1 2022.
  • 54 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.