West Paces Advisors
XYZ icon

West Paces Advisors’s Block Inc XYZ Stock Holding History

West Paces Advisors’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 		$2.21K Hold
30
– – ﹤0.01% 566
2026
Q2 		$2.28K Buy
+30
New +$2.11K ﹤0.01% 568
2025
Q2 		– Sell
-30
Closed -$1.63K – 585
2025
Q1 		$1.63K Hold
30
– – ﹤0.01% 456
2024
Q4 		$2.55K Hold
30
– – ﹤0.01% 423
2024
Q3 		$2.01K Hold
30
– – ﹤0.01% 440
2024
Q2 		$1.94K Buy
+30
New +$2.1K ﹤0.01% 444

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 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

West Paces Advisors's XYZ Position: Q3 2026 in Review

West Paces Advisors held its Block Inc (XYZ) position steady in Q3 2026 at 30 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

West Paces Advisors first reported a position in XYZ in Q2 2024 and has held it in 6 quarters since. The position peaked at $2.55K in Q4 2024. 231 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • West Paces Advisors held 30 shares of Block Inc worth $2.21K as of Q3 2026.
  • West Paces Advisors left its Block Inc share count unchanged in Q3 2026.
  • Block Inc made up ﹤0.01% of West Paces Advisors's portfolio in Q3 2026, its #566 holding.
  • West Paces Advisors first reported a position in Block Inc in Q2 2024 and has held it in 6 quarters since.
  • West Paces Advisors's Block Inc position peaked at $2.55K in Q4 2024.
  • 231 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.