Third View Private Wealth
XYZ icon

Third View Private Wealth’s Block Inc XYZ Stock Holding History

Third View Private 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 		$1.97M Sell
26,758
-750
-3% -$59.7K 0.23% 91
2026
Q2 		$2.09M Sell
27,508
-1,820
-6% -$128K 0.26% 92
2026
Q1 		$1.76M Buy
29,328
+1,481
+5% +$90.1K 0.24% 91
2025
Q4 		$1.81M Buy
+27,847
New +$1.92M 0.24% 89

Other funds holding XYZ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Third View Private Wealth's XYZ Position: Q3 2026 in Review

Third View Private Wealth reduced its Block Inc (XYZ) stake by 2.7% in Q3 2026, selling an estimated $59.7K and leaving 26,758 shares worth $1.97M. The position accounts for 0.23% of the portfolio, ranked #91.

Third View Private Wealth first reported a position in XYZ in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.09M in Q2 2026. 514 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Third View Private Wealth held 26,758 shares of Block Inc worth $1.97M as of Q3 2026.
  • Third View Private Wealth sold 750 Block Inc shares in Q3 2026, an estimated $59.7K.
  • Block Inc made up 0.23% of Third View Private Wealth's portfolio in Q3 2026, its #91 holding.
  • Third View Private Wealth first reported a position in Block Inc in Q4 2025 and has held it in 4 quarters since.
  • Third View Private Wealth's Block Inc position peaked at $2.09M in Q2 2026.
  • 514 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.