TVPW
XYZ

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Third View Private Wealth's XYZ Position: Q2 2026 in Review

Third View Private Wealth reduced its Block Inc (XYZ) stake by 6.2% in Q2 2026, selling an estimated $128K and leaving 27,508 shares worth $2.09M. The position accounts for 0.26% of the portfolio, ranked #92.

Third View Private Wealth first reported a position in XYZ in Q4 2025 and has held it in 3 quarters since. 556 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Third View Private Wealth held 27,508 shares of Block Inc worth $2.09M as of Q2 2026.
  • Third View Private Wealth sold 1,820 Block Inc shares in Q2 2026, an estimated $128K.
  • Block Inc made up 0.26% of Third View Private Wealth's portfolio in Q2 2026, its #92 holding.
  • Third View Private Wealth first reported a position in Block Inc in Q4 2025 and has held it in 3 quarters since.
  • 556 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.