Premier Path Wealth Partners
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Premier Path Wealth Partners’s Block Inc XYZ Stock Holding History

Premier Path Wealth Partners’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 		$333K Sell
4,535
-687
-13% -$54.7K 0.04% 313
2026
Q2 		$397K Buy
5,222
+1,310
+33% +$92.1K 0.05% 308
2026
Q1 		$235K Sell
3,912
-1,435
-27% -$87.3K 0.03% 374
2025
Q4 		$348K Sell
5,347
-1,129
-17% -$77.9K 0.04% 304
2025
Q3 		$468K Buy
6,476
+1,928
+42% +$144K 0.06% 268
2025
Q2 		$309K Sell
4,548
-318
-7% -$18.5K 0.04% 321
2025
Q1 		$264K Sell
4,866
-1,545
-24% -$115K 0.04% 324
2024
Q4 		$545K Buy
6,411
+508
+9% +$41.7K 0.08% 224
2024
Q3 		$396K Buy
5,903
+971
+20% +$62.7K 0.06% 258
2024
Q2 		$318K Sell
4,932
-61
-1% -$4.27K 0.05% 283
2024
Q1 		$424K Buy
4,993
+743
+17% +$53.7K 0.08% 229
2023
Q4 		$329K Buy
+4,250
New +$240K 0.07% 241

Other funds holding XYZ

Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Bourgeon Capital Management
Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Premier Path Wealth Partners's XYZ Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its Block Inc (XYZ) stake by 13% in Q3 2026, selling an estimated $54.7K and leaving 4,535 shares worth $333K. The position accounts for 0.04% of the portfolio, ranked #313.

Premier Path Wealth Partners first reported a position in XYZ in Q4 2023 and has held it in 12 quarters since. The position peaked at $545K in Q4 2024. 206 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Premier Path Wealth Partners held 4,535 shares of Block Inc worth $333K as of Q3 2026.
  • Premier Path Wealth Partners sold 687 Block Inc shares in Q3 2026, an estimated $54.7K.
  • Block Inc made up 0.04% of Premier Path Wealth Partners's portfolio in Q3 2026, its #313 holding.
  • Premier Path Wealth Partners first reported a position in Block Inc in Q4 2023 and has held it in 12 quarters since.
  • Premier Path Wealth Partners's Block Inc position peaked at $545K in Q4 2024.
  • 206 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.