Westfuller Advisors
XYZ icon

Westfuller Advisors’s Block Inc XYZ Stock Holding History

Westfuller 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 		$368 Hold
5
– – ﹤0.01% 730
2026
Q2 		$380 Sell
5
-90
-95% -$6.33K ﹤0.01% 737
2026
Q1 		$5.72K Sell
95
-1
-1% -$61 ﹤0.01% 527
2025
Q4 		$6.25K Buy
96
+82
+586% +$5.66K ﹤0.01% 536
2025
Q3 		$1.01K Buy
+14
New +$1.05K ﹤0.01% 706

Other funds holding XYZ

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $24.8B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Westfuller Advisors's XYZ Position: Q3 2026 in Review

Westfuller Advisors held its Block Inc (XYZ) position steady in Q3 2026 at 5 shares worth $368. The position accounts for ﹤0.01% of the portfolio, ranked #730.

Westfuller Advisors first reported a position in XYZ in Q3 2025 and has held it in 5 quarters since. The position peaked at $6.25K in Q4 2025. 888 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Westfuller Advisors held 5 shares of Block Inc worth $368 as of Q3 2026.
  • Westfuller Advisors left its Block Inc share count unchanged in Q3 2026.
  • Block Inc made up ﹤0.01% of Westfuller Advisors's portfolio in Q3 2026, its #730 holding.
  • Westfuller Advisors first reported a position in Block Inc in Q3 2025 and has held it in 5 quarters since.
  • Westfuller Advisors's Block Inc position peaked at $6.25K in Q4 2025.
  • 888 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Westfuller Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.