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Realta Investment Advisors’s Block Inc XYZ Stock Holding History

Realta Investment Advisors’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 		– Sell
-3,670
Closed -$279K – 418
2026
Q2 		$279K Sell
3,670
-747
-17% -$52.5K 0.09% 180
2026
Q1 		$266K Sell
4,417
-147
-3% -$8.94K 0.09% 174
2025
Q4 		$297K Sell
4,564
-621
-12% -$42.8K 0.1% 163
2025
Q3 		$375K Sell
5,185
-423
-8% -$31.7K 0.13% 141
2025
Q2 		$381K Sell
5,608
-842
-13% -$49K 0.15% 128
2025
Q1 		$350K Sell
6,450
-467
-7% -$34.9K 0.16% 124
2024
Q4 		$637K Sell
6,917
-2,234
-24% -$183K 0.26% 80
2024
Q3 		$656K Sell
9,151
-1,195
-12% -$77.2K 0.3% 80
2024
Q2 		$667K Sell
10,346
-2,316
-18% -$162K 0.13% 176
2024
Q1 		$1.07M Sell
12,662
-4,944
-28% -$358K 0.22% 113
2023
Q4 		$1.36M Buy
17,606
+2,690
+18% +$152K 0.31% 72
2023
Q3 		$993K Sell
14,916
-200
-1% -$12.4K 0.23% 104
2023
Q2 		$1.01M Buy
15,116
+80
+0.5% +$5K 0.22% 108
2023
Q1 		$1.03M Sell
15,036
-1,387
-8% -$104K 0.25% 101
2022
Q4 		$1.03M Sell
16,423
-615
-4% -$37.9K 0.25% 98
2022
Q3 		$937K Buy
17,038
+174
+1% +$12.3K 0.25% 97
2022
Q2 		$1.08M Sell
16,864
-2,838
-14% -$259K 0.26% 88
2022
Q1 		$2.67M Sell
19,702
-2,531
-11% -$306K 0.53% 30
2021
Q4 		$3.59M Sell
22,233
-7,556
-25% -$1.64M 0.79% 18
2021
Q3 		$7.14M Buy
29,789
+1,009
+4% +$259K 1.68% 6
2021
Q2 		$7.02M Sell
28,780
-682
-2% -$158K 1.66% 7
2021
Q1 		$6.69M Buy
29,462
+1,679
+6% +$393K 1.76% 6
2020
Q4 		$6.05M Buy
27,783
+24,813
+835% +$4.84M 1.71% 7
2020
Q3 		$483K Sell
2,970
-582
-16% -$82.2K 0.16% 153
2020
Q2 		$373K Sell
3,552
-802
-18% -$61.4K 0.12% 207
2020
Q1 		$228K Sell
4,354
-2,778
-39% -$190K 0.1% 241
2019
Q4 		$491K Sell
7,132
-2,328
-25% -$149K 0.13% 187
2019
Q3 		$583K Buy
9,460
+3,886
+70% +$264K 0.16% 151
2019
Q2 		$407K Buy
5,574
+2,269
+69% +$159K 0.11% 205
2019
Q1 		$248K Buy
+3,305
New +$240K 0.11% 232

Other funds holding XYZ

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
MCA
Martin Capital Advisors San Antonio, Texas $193M AUM 34.04% 1-Year Est. Return

Realta Investment Advisors's XYZ Position: Q3 2026 in Review

Realta Investment Advisors sold out of Block Inc (XYZ) in Q3 2026, closing a stake of 3,670 shares — an estimated $279K sold.

Realta Investment Advisors first reported a position in XYZ in Q1 2019 and held it in 30 quarters. The position peaked at $7.14M in Q3 2021. 94 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Realta Investment Advisors reported no remaining Block Inc position as of Q3 2026 after selling out during the quarter.
  • Realta Investment Advisors sold 3,670 Block Inc shares in Q3 2026, an estimated $279K.
  • Realta Investment Advisors first reported a position in Block Inc in Q1 2019 and held it in 30 quarters.
  • Realta Investment Advisors's Block Inc position peaked at $7.14M in Q3 2021.
  • 94 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.