TBFA
XYZ

Three Bearings Fiduciary Advisors’s Block Inc XYZ Stock Holding History

Three Bearings Fiduciary 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
Q2 		$380 Hold
5
– – ﹤0.01% 306
2026
Q1 		$301 Hold
5
– – ﹤0.01% 323
2025
Q4 		$303 Buy
+5
New +$345 ﹤0.01% 399

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

Three Bearings Fiduciary Advisors's XYZ Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its Block Inc (XYZ) position steady in Q2 2026 at 5 shares worth $380. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Three Bearings Fiduciary Advisors 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.

  • Three Bearings Fiduciary Advisors held 5 shares of Block Inc worth $380 as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its Block Inc share count unchanged in Q2 2026.
  • Block Inc made up ﹤0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #306 holding.
  • Three Bearings Fiduciary Advisors 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 Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.