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Toth Financial Advisory’s Block Inc XYZ Stock Holding History

Toth Financial Advisory’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 		$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

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

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.