UAG
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United Advisor Group’s Block Inc XYZ Stock Holding History

United Advisor Group’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 		$228K Sell
3,100
-3,532
-53% -$281K 0.02% 521
2026
Q2 		$504K Sell
6,632
-50
-0.7% -$3.52K 0.05% 315
2026
Q1 		$402K Sell
6,682
-3,908
-37% -$238K 0.05% 332
2025
Q4 		$689K Sell
10,590
-1,661
-14% -$115K 0.09% 231
2025
Q3 		$885K Buy
+12,251
New +$917K 0.12% 180
2025
Q1 		– Sell
-25,601
Closed -$2.18M – 395
2024
Q4 		$2.18M Sell
25,601
-298
-1% -$24.4K 0.43% 60
2024
Q3 		$1.74M Buy
+25,899
New +$1.67M 0.39% 65

Other funds holding XYZ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

United Advisor Group's XYZ Position: Q3 2026 in Review

United Advisor Group reduced its Block Inc (XYZ) stake by 53% in Q3 2026, selling an estimated $281K and leaving 3,100 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #521.

United Advisor Group first reported a position in XYZ in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.18M in Q4 2024. 514 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • United Advisor Group held 3,100 shares of Block Inc worth $228K as of Q3 2026.
  • United Advisor Group sold 3,532 Block Inc shares in Q3 2026, an estimated $281K.
  • Block Inc made up 0.02% of United Advisor Group's portfolio in Q3 2026, its #521 holding.
  • United Advisor Group first reported a position in Block Inc in Q3 2024 and has held it in 7 quarters since.
  • United Advisor Group's Block Inc position peaked at $2.18M in Q4 2024.
  • 514 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.