NWMP
XYZ

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
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

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Noble Wealth Management PBC's XYZ Position: Q2 2026 in Review

Noble Wealth Management PBC reduced its Block Inc (XYZ) stake by 18% in Q2 2026, selling an estimated $16K and leaving 1,060 shares worth $80.6K. The position accounts for 0.04% of the portfolio, ranked #235.

Noble Wealth Management PBC first reported a position in XYZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $224K in Q4 2024. 195 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Noble Wealth Management PBC held 1,060 shares of Block Inc worth $80.6K as of Q2 2026.
  • Noble Wealth Management PBC sold 228 Block Inc shares in Q2 2026, an estimated $16K.
  • Block Inc made up 0.04% of Noble Wealth Management PBC's portfolio in Q2 2026, its #235 holding.
  • Noble Wealth Management PBC first reported a position in Block Inc in Q4 2024 and has held it in 6 quarters since.
  • Noble Wealth Management PBC's Block Inc position peaked at $224K in Q4 2024.
  • 195 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.