Portside Wealth Group
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Portside Wealth Group’s Block Inc XYZ Stock Holding History

Portside Wealth Group’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 		$684K Sell
9,301
-326
-3% -$25.9K 0.08% 246
2026
Q2 		$732K Buy
9,627
+579
+6% +$40.7K 0.09% 234
2026
Q1 		$545K Buy
9,048
+1,516
+20% +$92.2K 0.07% 241
2025
Q4 		$490K Buy
7,532
+1,051
+16% +$72.5K 0.07% 268
2025
Q3 		$468K Buy
6,481
+906
+16% +$67.8K 0.06% 267
2025
Q2 		$379K Buy
5,575
+453
+9% +$26.4K 0.06% 292
2025
Q1 		$278K Buy
5,122
+596
+13% +$44.5K 0.05% 356
2024
Q4 		$385K Buy
4,526
+426
+10% +$34.9K 0.06% 270
2024
Q3 		$275K Buy
4,100
+496
+14% +$32K 0.05% 323
2024
Q2 		$232K Buy
3,604
+130
+4% +$9.09K 0.04% 315
2024
Q1 		$294K Buy
3,474
+309
+10% +$22.4K 0.05% 278
2023
Q4 		$245K Buy
+3,165
New +$179K 0.05% 303

Other funds holding XYZ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Portside Wealth Group's XYZ Position: Q3 2026 in Review

Portside Wealth Group reduced its Block Inc (XYZ) stake by 3.4% in Q3 2026, selling an estimated $25.9K and leaving 9,301 shares worth $684K. The position accounts for 0.08% of the portfolio, ranked #246.

Portside Wealth Group first reported a position in XYZ in Q4 2023 and has held it in 12 quarters since. The position peaked at $732K in Q2 2026. 477 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Portside Wealth Group held 9,301 shares of Block Inc worth $684K as of Q3 2026.
  • Portside Wealth Group sold 326 Block Inc shares in Q3 2026, an estimated $25.9K.
  • Block Inc made up 0.08% of Portside Wealth Group's portfolio in Q3 2026, its #246 holding.
  • Portside Wealth Group first reported a position in Block Inc in Q4 2023 and has held it in 12 quarters since.
  • Portside Wealth Group's Block Inc position peaked at $732K in Q2 2026.
  • 477 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.