StackStone Wealth’s Block Inc XYZ Stock Holding History

StackStone Wealth’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	$537K	Buy	+7,305	New	+$581K	0.05%	221

Other funds holding XYZ

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return

StackStone Wealth's XYZ Position: Q3 2026 in Review

StackStone Wealth opened a new position in Block Inc (XYZ) in Q3 2026: 7,305 shares worth $537K. The stake represents 0.05% of the portfolio and ranks #221 among its holdings.

333 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

StackStone Wealth held 7,305 shares of Block Inc worth $537K as of Q3 2026.
Block Inc was a new StackStone Wealth position in Q3 2026.
Block Inc made up 0.05% of StackStone Wealth's portfolio in Q3 2026, its #221 holding.
333 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.