LFA
XYZ

LGT Financial Advisors’s Block Inc XYZ Stock Holding History

LGT Financial 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 		$114K Hold
1,500
– – 0.6% 31
2026
Q1 		$90.3K Buy
1,500
+500
+50% +$30.4K 0.46% 37
2025
Q4 		$65.1K Hold
1,000
– – 0.4% 50
2025
Q3 		$72.3K Buy
+1,000
New +$74.9K 0.16% 103

Other funds holding XYZ

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

LGT Financial Advisors's XYZ Position: Q2 2026 in Review

LGT Financial Advisors held its Block Inc (XYZ) position steady in Q2 2026 at 1,500 shares worth $114K. The position accounts for 0.6% of the portfolio, ranked #31.

LGT Financial Advisors first reported a position in XYZ in Q3 2025 and has held it in 4 quarters since. 441 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • LGT Financial Advisors held 1,500 shares of Block Inc worth $114K as of Q2 2026.
  • LGT Financial Advisors left its Block Inc share count unchanged in Q2 2026.
  • Block Inc made up 0.6% of LGT Financial Advisors's portfolio in Q2 2026, its #31 holding.
  • LGT Financial Advisors first reported a position in Block Inc in Q3 2025 and has held it in 4 quarters since.
  • 441 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.