Toth Financial Advisory’s Block Inc XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$272K Buy
+3,700
New +$295K 0.03% 214
2026
Q1
– Sell
-5
Closed -$326 – 1038
2025
Q4
$326 Sell
5
-455
-99% -$31.4K ﹤0.01% 830
2025
Q3
$33.2K Hold
460
– – ﹤0.01% 410
2025
Q2
$31.2K Sell
460
-330
-42% -$19.2K ﹤0.01% 377
2025
Q1
$42.9K Sell
790
-6,510
-89% -$486K 0.01% 307
2024
Q4
$620K Buy
7,300
+7,260
+18,150% +$596K 0.07% 149
2024
Q3
$2.69K Sell
40
-50
-56% -$3.23K ﹤0.01% 567
2024
Q2
$5.8K Hold
90
– – ﹤0.01% 515
2024
Q1
$7.61K Hold
90
– – ﹤0.01% 482
2023
Q4
$6.96K Hold
90
– – ﹤0.01% 492
2023
Q3
$3.98K Hold
90
– – ﹤0.01% 562
2023
Q2
$5.99K Hold
90
– – ﹤0.01% 534
2023
Q1
$6.18K Hold
90
– – ﹤0.01% 514
2022
Q4
$5.66K Sell
90
-57
-39% -$3.52K ﹤0.01% 491
2022
Q3
$8K Sell
147
-1
-0.7% -$71 ﹤0.01% 507
2022
Q2
$9K Buy
148
+1
+0.7% +$91 ﹤0.01% 460
2022
Q1
$20K Sell
147
-15
-9% -$1.82K ﹤0.01% 390
2021
Q4
$26K Sell
162
-10
-6% -$2.17K ﹤0.01% 368
2021
Q3
$41K Buy
172
+50
+41% +$12.8K 0.01% 327
2021
Q2
$30K Hold
122
– – ﹤0.01% 329
2021
Q1
$28K Buy
122
+40
+49% +$9.36K ﹤0.01% 344
2020
Q4
$18K Buy
+82
New +$16K ﹤0.01% 361
2020
Q1
– Sell
-50
Closed -$3K – 528
2019
Q4
$3K Hold
50
– – ﹤0.01% 399
2019
Q3
$3K Sell
50
-275
-85% -$18.7K ﹤0.01% 389
2019
Q2
$24K Sell
325
-7,125
-96% -$498K 0.01% 269
2019
Q1
$558K Buy
+7,450
New +$540K 0.13% 105
2018
Q4
– Sell
-220
Closed -$22K – 467
2018
Q3
$22K Buy
+220
New +$17K ﹤0.01% 266
2018
Q2
– Sell
-350
Closed -$17K – 467
2018
Q1
$17K Hold
350
– – ﹤0.01% 283
2017
Q4
$12K Buy
+350
New +$12.8K ﹤0.01% 311

Other funds holding XYZ

Toth Financial Advisory's XYZ Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Block Inc (XYZ) in Q3 2026: 3,700 shares worth $272K. The stake represents 0.03% of the portfolio and ranks #214 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in XYZ as recently as Q4 2025.

Toth Financial Advisory first reported a position in XYZ in Q4 2017 and has held it in 29 quarters since. The position peaked at $620K in Q4 2024. 32 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Toth Financial Advisory held 3,700 shares of Block Inc worth $272K as of Q3 2026.
  • Block Inc was a new Toth Financial Advisory position in Q3 2026.
  • Block Inc made up 0.03% of Toth Financial Advisory's portfolio in Q3 2026, its #214 holding.
  • Toth Financial Advisory first reported a position in Block Inc in Q4 2017 and has held it in 29 quarters since.
  • Toth Financial Advisory's Block Inc position peaked at $620K in Q4 2024.
  • 32 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.