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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
2023
Q4 		– Hold
0
– -$4.43K – 808
2023
Q3 		– Hold
0
– – – 547

Other funds holding XYZ

CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
UIA
Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
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
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 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. 55 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.
  • 55 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.