WestEnd Advisors
XYZ icon

WestEnd Advisors’s Block Inc XYZ Stock Holding History

WestEnd 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 		$1.32K Hold
18
– – ﹤0.01% 255
2026
Q2 		$1.37K Hold
18
– – ﹤0.01% 232
2026
Q1 		$1.08K Hold
18
– – ﹤0.01% 229
2025
Q4 		$1.17K Buy
18
+6
+50% +$414 ﹤0.01% 213
2025
Q3 		$867 Buy
+12
New +$898 ﹤0.01% 250

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

WestEnd Advisors's XYZ Position: Q3 2026 in Review

WestEnd Advisors held its Block Inc (XYZ) position steady in Q3 2026 at 18 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

WestEnd Advisors first reported a position in XYZ in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.37K in Q2 2026. 514 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • WestEnd Advisors held 18 shares of Block Inc worth $1.32K as of Q3 2026.
  • WestEnd Advisors left its Block Inc share count unchanged in Q3 2026.
  • Block Inc made up ﹤0.01% of WestEnd Advisors's portfolio in Q3 2026, its #255 holding.
  • WestEnd Advisors first reported a position in Block Inc in Q3 2025 and has held it in 5 quarters since.
  • WestEnd Advisors's Block Inc position peaked at $1.37K in Q2 2026.
  • 514 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on WestEnd Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.