MAM
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Marquette Asset Management’s Block Inc XYZ Stock Holding History

Marquette Asset 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 		$5.96K Hold
81
– – ﹤0.01% 346
2026
Q2 		$6.16K Buy
81
+47
+138% +$3.3K ﹤0.01% 401
2026
Q1 		$2.05K Buy
+34
New +$2.07K ﹤0.01% 534
2025
Q4 		– Sell
-60
Closed -$4.34K – 900
2025
Q3 		$4.34K Buy
+60
New +$4.49K ﹤0.01% 363
2022
Q3 		– Sell
-5
Closed – – 414
2022
Q2 		$0 Hold
5
– – ﹤0.01% 443
2022
Q1 		$1K Buy
+5
New +$605 ﹤0.01% 350

Other funds holding XYZ

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
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Marquette Asset Management's XYZ Position: Q3 2026 in Review

Marquette Asset Management held its Block Inc (XYZ) position steady in Q3 2026 at 81 shares worth $5.96K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

Marquette Asset Management first reported a position in XYZ in Q1 2022 and has held it in 6 quarters since. The position peaked at $6.16K in Q2 2026. 32 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Marquette Asset Management held 81 shares of Block Inc worth $5.96K as of Q3 2026.
  • Marquette Asset Management left its Block Inc share count unchanged in Q3 2026.
  • Block Inc made up ﹤0.01% of Marquette Asset Management's portfolio in Q3 2026, its #346 holding.
  • Marquette Asset Management first reported a position in Block Inc in Q1 2022 and has held it in 6 quarters since.
  • Marquette Asset Management's Block Inc position peaked at $6.16K in Q2 2026.
  • 32 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.