Mather Group’s Block Inc XYZ Stock Holding History

Mather 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	$216K	Buy	2,932 +1,027	+54%	+$81.7K	﹤0.01%	774
2026 Q2	$145K	Buy	1,905 +89	+5%	+$6.26K	﹤0.01%	850
2026 Q1	$109K	Buy	+1,816	New	+$110K	﹤0.01%	872
2025 Q4	–	Sell	-549	Closed	-$39.7K	–	1704
2025 Q3	$39.7K	Buy	+549	New	+$41.1K	﹤0.01%	956
2025 Q2	–	Sell	-428	Closed	-$23.2K	–	1784
2025 Q1	$23.2K	Sell	428 -8	-2%	-$597	﹤0.01%	1060
2024 Q4	$37.1K	Buy	436 +34	+8%	+$2.79K	﹤0.01%	931
2024 Q3	$27K	Sell	402 -1,278	-76%	-$82.6K	﹤0.01%	1004
2024 Q2	$142K	Buy	1,680 +1,229	+273%	+$86K	﹤0.01%	703
2024 Q1	$34.9K	Buy	+451	New	+$32.6K	﹤0.01%	943
2022 Q2	–	Sell	-1,501	Closed	-$204K	–	483
2022 Q1	$204K	Sell	1,501 -642	-30%	-$77.7K	﹤0.01%	433
2021 Q4	$346K	Buy	+2,143	New	+$464K	0.01%	279

Other funds holding XYZ

Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Mather Group's XYZ Position: Q3 2026 in Review

Mather Group increased its Block Inc (XYZ) stake by 54% in Q3 2026, buying an estimated $81.7K and bringing the position to 2,932 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Mather Group first reported a position in XYZ in Q4 2021 and has held it in 11 quarters since. The position peaked at $346K in Q4 2021. 213 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

Mather Group held 2,932 shares of Block Inc worth $216K as of Q3 2026.
Mather Group bought 1,027 Block Inc shares in Q3 2026, an estimated $81.7K.
Block Inc made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #774 holding.
Mather Group first reported a position in Block Inc in Q4 2021 and has held it in 11 quarters since.
Mather Group's Block Inc position peaked at $346K in Q4 2021.
213 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.