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Wedmont Private Capital’s Block Inc XYZ Stock Holding History

Wedmont Private Capital’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 		$720K Buy
9,564
+1,058
+12% +$84.2K 0.02% 482
2026
Q2 		$658K Buy
8,506
+1,058
+14% +$74.4K 0.02% 472
2026
Q1 		$468K Buy
7,448
+2,856
+62% +$174K 0.02% 514
2025
Q4 		$328K Buy
4,592
+1,072
+30% +$73.9K 0.01% 617
2025
Q3 		$278K Buy
+3,520
New +$263K 0.01% 639
2025
Q1 		– Sell
-4,361
Closed -$360K – 772
2024
Q4 		$360K Buy
4,361
+45
+1% +$3.69K 0.02% 483
2024
Q3 		$284K Buy
4,316
+298
+7% +$19.3K 0.02% 528
2024
Q2 		$276K Buy
4,018
+129
+3% +$9.02K 0.02% 523
2024
Q1 		$311K Buy
3,889
+943
+32% +$68.2K 0.02% 448
2023
Q4 		$204K Buy
+2,946
New +$167K 0.02% 532

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
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 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
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
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Wedmont Private Capital's XYZ Position: Q3 2026 in Review

Wedmont Private Capital increased its Block Inc (XYZ) stake by 12% in Q3 2026, buying an estimated $84.2K and bringing the position to 9,564 shares worth $720K. The position accounts for 0.02% of the portfolio, ranked #482.

Wedmont Private Capital first reported a position in XYZ in Q4 2023 and has held it in 10 quarters since. 50 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Wedmont Private Capital held 9,564 shares of Block Inc worth $720K as of Q3 2026.
  • Wedmont Private Capital bought 1,058 Block Inc shares in Q3 2026, an estimated $84.2K.
  • Block Inc made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #482 holding.
  • Wedmont Private Capital first reported a position in Block Inc in Q4 2023 and has held it in 10 quarters since.
  • 50 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.