Valley Wealth Managers
XYZ icon

Valley Wealth Managers’s Block Inc XYZ Stock Holding History

Valley Wealth Managers’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 		$73.5K Hold
1,000
– – ﹤0.01% 208
2026
Q2 		$76K Buy
+1,000
New +$70.3K ﹤0.01% 207
2025
Q2 		– Sell
-165
Closed -$8.96K – 388
2025
Q1 		$8.96K Hold
165
– – ﹤0.01% 279
2024
Q4 		$14K Hold
165
– – ﹤0.01% 274
2024
Q3 		$11.1K Buy
+165
New +$10.7K ﹤0.01% 288
2022
Q4 		– Sell
-105
Closed -$6.48K – 470
2022
Q3 		$6K Buy
105
+5
+5% +$354 ﹤0.01% 346
2022
Q2 		$6K Buy
+100
New +$9.14K ﹤0.01% 353

Other funds holding XYZ

Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bourgeon Capital Management
Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Valley Wealth Managers's XYZ Position: Q3 2026 in Review

Valley Wealth Managers held its Block Inc (XYZ) position steady in Q3 2026 at 1,000 shares worth $73.5K. The position accounts for ﹤0.01% of the portfolio, ranked #208.

Valley Wealth Managers first reported a position in XYZ in Q2 2022 and has held it in 7 quarters since. The position peaked at $76K in Q2 2026. 177 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Valley Wealth Managers held 1,000 shares of Block Inc worth $73.5K as of Q3 2026.
  • Valley Wealth Managers left its Block Inc share count unchanged in Q3 2026.
  • Block Inc made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #208 holding.
  • Valley Wealth Managers first reported a position in Block Inc in Q2 2022 and has held it in 7 quarters since.
  • Valley Wealth Managers's Block Inc position peaked at $76K in Q2 2026.
  • 177 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.