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Noble Wealth Management PBC’s Block Inc XYZ Stock Holding History

Noble Wealth Management PBC’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 		$77.9K Hold
1,060
– – 0.03% 233
2026
Q2 		$80.6K Sell
1,060
-228
-18% -$16K 0.04% 235
2026
Q1 		$77.5K Hold
1,288
– – 0.04% 221
2025
Q4 		$83.8K Hold
1,288
– – 0.04% 209
2025
Q3 		$93.1K Buy
+1,288
New +$96.4K 0.05% 186
2025
Q1 		$143K Hold
2,637
– – 0.1% 141
2024
Q4 		$224K Buy
+2,637
New +$216K 0.16% 114

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

Noble Wealth Management PBC's XYZ Position: Q3 2026 in Review

Noble Wealth Management PBC held its Block Inc (XYZ) position steady in Q3 2026 at 1,060 shares worth $77.9K. The position accounts for 0.03% of the portfolio, ranked #233.

Noble Wealth Management PBC first reported a position in XYZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $224K in Q4 2024. 32 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Noble Wealth Management PBC held 1,060 shares of Block Inc worth $77.9K as of Q3 2026.
  • Noble Wealth Management PBC left its Block Inc share count unchanged in Q3 2026.
  • Block Inc made up 0.03% of Noble Wealth Management PBC's portfolio in Q3 2026, its #233 holding.
  • Noble Wealth Management PBC first reported a position in Block Inc in Q4 2024 and has held it in 7 quarters since.
  • Noble Wealth Management PBC's Block Inc position peaked at $224K in Q4 2024.
  • 32 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.