Ogorek Anthony Joseph’s Block Inc XYZ Stock Holding History

Ogorek Anthony Joseph’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	$12K	Buy	167 +103	+161%	+$8.2K	﹤0.01%	435
2026 Q2	$4K	Hold	64	–	–	﹤0.01%	534
2026 Q1	$3K	Buy	64 +2	+3%	+$122	﹤0.01%	554
2025 Q4	$4K	Sell	62 -22	-26%	-$1.52K	﹤0.01%	522
2025 Q3	$6K	Buy	84 +4	+5%	+$299	﹤0.01%	478
2025 Q2	$5K	Buy	80 +18	+29%	+$1.05K	﹤0.01%	487
2025 Q1	$3K	Buy	+62	New	+$4.63K	﹤0.01%	539
2024 Q2	–	Sell	-15	Closed	-$1K	–	282
2024 Q1	$1K	Buy	+15	New	+$1.08K	﹤0.01%	268
2022 Q3	–	Sell	-305	Closed	-$18K	–	221
2022 Q2	$18K	Hold	305	–	–	0.01%	125
2022 Q1	$41K	Buy	+305	New	+$36.9K	0.02%	90

Other funds holding XYZ

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 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

Ogorek Anthony Joseph's XYZ Position: Q3 2026 in Review

Ogorek Anthony Joseph increased its Block Inc (XYZ) stake by 161% in Q3 2026, buying an estimated $8.2K and bringing the position to 167 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Ogorek Anthony Joseph first reported a position in XYZ in Q1 2022 and has held it in 10 quarters since. The position peaked at $41K in Q1 2022. 743 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

Ogorek Anthony Joseph held 167 shares of Block Inc worth $12K as of Q3 2026.
Ogorek Anthony Joseph bought 103 Block Inc shares in Q3 2026, an estimated $8.2K.
Block Inc made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q3 2026, its #435 holding.
Ogorek Anthony Joseph first reported a position in Block Inc in Q1 2022 and has held it in 10 quarters since.
Ogorek Anthony Joseph's Block Inc position peaked at $41K in Q1 2022.
743 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q3 2026, filed 12 Nov 2026.