Quaker Wealth Management
XYZ icon

Quaker Wealth Management’s Block Inc XYZ Stock Holding History

Quaker Wealth Management’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 		$956 Hold
13
– – ﹤0.01% 580
2026
Q2 		$988 Buy
13
+2
+18% +$141 ﹤0.01% 579
2026
Q1 		$662 Hold
11
– – ﹤0.01% 638
2025
Q4 		$716 Buy
11
+1
+10% +$69 ﹤0.01% 609
2025
Q3 		$723 Hold
10
– – ﹤0.01% 519
2025
Q2 		$680 Buy
+10
New +$582 ﹤0.01% 547

Other funds holding XYZ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Quaker Wealth Management's XYZ Position: Q3 2026 in Review

Quaker Wealth Management held its Block Inc (XYZ) position steady in Q3 2026 at 13 shares worth $956. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Quaker Wealth Management first reported a position in XYZ in Q2 2025 and has held it in 6 quarters since. The position peaked at $988 in Q2 2026. 624 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Quaker Wealth Management held 13 shares of Block Inc worth $956 as of Q3 2026.
  • Quaker Wealth Management left its Block Inc share count unchanged in Q3 2026.
  • Block Inc made up ﹤0.01% of Quaker Wealth Management's portfolio in Q3 2026, its #580 holding.
  • Quaker Wealth Management first reported a position in Block Inc in Q2 2025 and has held it in 6 quarters since.
  • Quaker Wealth Management's Block Inc position peaked at $988 in Q2 2026.
  • 624 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.