Next Level Wealth Planning’s Block Inc XYZ Stock Holding History

Next Level 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	$172K	Buy	+2,334	New	+$186K	0.07%	80

Other funds holding XYZ

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

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

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Next Level Wealth Planning's XYZ Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Block Inc (XYZ) in Q3 2026: 2,334 shares worth $172K. The stake represents 0.07% of the portfolio and ranks #80 among its holdings.

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

Next Level Wealth Planning held 2,334 shares of Block Inc worth $172K as of Q3 2026.
Block Inc was a new Next Level Wealth Planning position in Q3 2026.
Block Inc made up 0.07% of Next Level Wealth Planning's portfolio in Q3 2026, its #80 holding.
514 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.