LeConte Wealth Management
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LeConte Wealth Management’s Block Inc XYZ Stock Holding History

LeConte Wealth Management’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 		$373K Buy
5,075
+195
+4% +$15.5K 0.2% 94
2026
Q2 		$371K Buy
4,880
+982
+25% +$69K 0.2% 91
2026
Q1 		$235K Buy
3,898
+415
+12% +$25.2K 0.15% 120
2025
Q4 		$227K Buy
3,483
+430
+14% +$29.7K 0.15% 119
2025
Q3 		$221K Buy
+3,053
New +$229K 0.15% 116

Other funds holding XYZ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

LeConte Wealth Management's XYZ Position: Q3 2026 in Review

LeConte Wealth Management increased its Block Inc (XYZ) stake by 4% in Q3 2026, buying an estimated $15.5K and bringing the position to 5,075 shares worth $373K. The position accounts for 0.2% of the portfolio, ranked #94.

LeConte Wealth Management first reported a position in XYZ in Q3 2025 and has held it in 5 quarters since. 514 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • LeConte Wealth Management held 5,075 shares of Block Inc worth $373K as of Q3 2026.
  • LeConte Wealth Management bought 195 Block Inc shares in Q3 2026, an estimated $15.5K.
  • Block Inc made up 0.2% of LeConte Wealth Management's portfolio in Q3 2026, its #94 holding.
  • LeConte Wealth Management first reported a position in Block Inc in Q3 2025 and has held it in 5 quarters since.
  • 514 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.