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BOLTON SECURITIES CORPORATION’s Block Inc XYZ Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$138K Hold
1,878
– – 0.01% 1024
2026
Q2 		$143K Sell
1,878
-65
-3% -$4.57K 0.01% 1008
2026
Q1 		$117K Buy
+1,943
New +$118K 0.01% 973
2025
Q3 		$231K Buy
+3,193
New +$239K 0.01% 711
2025
Q1 		$175K Buy
+3,219
New +$240K 0.01% 725

Other funds holding XYZ

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's XYZ Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Block Inc (XYZ) position steady in Q3 2026 at 1,878 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #1024.

BOLTON SECURITIES CORPORATION first reported a position in XYZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $231K in Q3 2025. 717 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 1,878 shares of Block Inc worth $138K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its Block Inc share count unchanged in Q3 2026.
  • Block Inc made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1024 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Block Inc in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Block Inc position peaked at $231K in Q3 2025.
  • 717 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.