MJT & Associates Financial Advisory’s Block Inc XYZ Stock Holding History

MJT & Associates Financial Advisory’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	$589	Hold	8	–	–	﹤0.01%	408
2026 Q2	$608	Hold	8	–	–	﹤0.01%	432
2026 Q1	$482	Hold	8	–	–	﹤0.01%	418
2025 Q4	$521	Hold	8	–	–	﹤0.01%	421
2025 Q3	$579	Sell	8 -5	-38%	-$374	﹤0.01%	431
2025 Q2	$883	Hold	13	–	–	﹤0.01%	434
2025 Q1	$707	Buy	+13	New	+$970	﹤0.01%	444

Other funds holding XYZ

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

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

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

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

MCA

Martin Capital Advisors San Antonio, Texas $193M AUM 34.04% 1-Year Est. Return

MJT & Associates Financial Advisory's XYZ Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Block Inc (XYZ) position steady in Q3 2026 at 8 shares worth $589. The position accounts for ﹤0.01% of the portfolio, ranked #408.

MJT & Associates Financial Advisory first reported a position in XYZ in Q1 2025 and has held it in 7 quarters since. The position peaked at $883 in Q2 2025. 92 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

MJT & Associates Financial Advisory held 8 shares of Block Inc worth $589 as of Q3 2026.
MJT & Associates Financial Advisory left its Block Inc share count unchanged in Q3 2026.
Block Inc made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #408 holding.
MJT & Associates Financial Advisory first reported a position in Block Inc in Q1 2025 and has held it in 7 quarters since.
MJT & Associates Financial Advisory's Block Inc position peaked at $883 in Q2 2025.
92 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.