SIS
XYZ

Strategic Investment Solutions’s Block Inc XYZ Stock Holding History

Strategic Investment Solutions’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
Q2 		$15.2K Hold
200
– – ﹤0.01% 392
2026
Q1 		$12K Hold
200
– – ﹤0.01% 405
2025
Q4 		$13K Sell
200
-587
-75% -$40.5K ﹤0.01% 365
2025
Q3 		$14.5K Buy
787
+587
+294% +$43.9K ﹤0.01% 334
2025
Q2 		$13.6K Hold
200
– – ﹤0.01% 320
2025
Q1 		$10.9K Hold
200
– – ﹤0.01% 354
2024
Q4 		$17K Hold
200
– – 0.01% 325
2024
Q3 		$13.4K Hold
200
– – ﹤0.01% 327
2024
Q2 		$12.4K Buy
+200
New +$14K ﹤0.01% 324
2023
Q4 		$18.1K Sell
234
-12,366
-98% -$699K ﹤0.01% 673
2023
Q3 		$780K Buy
12,600
+12,400
+6,200% +$768K 0.01% 341
2023
Q2 		$12.3K Sell
200
-247
-55% -$15.4K ﹤0.01% 528
2023
Q1 		$30.7K Buy
+447
New +$33.5K 0.01% 462

Other funds holding XYZ

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return