Meriwether Wealth & Planning’s Block Inc XYZ Stock Holding History

Meriwether Wealth & Planning’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	$4.93K	Buy	+67	New	+$5.33K	﹤0.01%	519

Other funds holding XYZ

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Meriwether Wealth & Planning's XYZ Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Block Inc (XYZ) in Q3 2026: 67 shares worth $4.93K. The stake represents ﹤0.01% of the portfolio and ranks #519 among its holdings.

624 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

Meriwether Wealth & Planning held 67 shares of Block Inc worth $4.93K as of Q3 2026.
Block Inc was a new Meriwether Wealth & Planning position in Q3 2026.
Block Inc made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #519 holding.
624 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.