Yoder Wealth Management’s Block Inc XYZ Stock Holding History

Yoder Wealth Management’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	$2.43M	Sell	32,985 -1,500	-4%	-$119K	0.92%	35
2026 Q2	$2.62M	Hold	34,485	–	–	1.02%	30
2026 Q1	$2.08M	Buy	34,485 +135	+0.4%	+$8.21K	0.95%	36
2025 Q4	$2.24M	Sell	34,350 -1,500	-4%	-$103K	1.02%	30
2025 Q3	$2.59M	Sell	35,850 -3,000	-8%	-$225K	1.23%	25
2025 Q2	$2.64M	Hold	38,850	–	–	1.38%	23
2025 Q1	$2.11M	Hold	38,850	–	–	1.19%	29
2024 Q4	$3.3M	Sell	38,850 -838	-2%	-$68.7K	1.82%	18
2024 Q3	$2.66M	Buy	39,688 +145	+0.4%	+$9.37K	1.6%	20
2024 Q2	$2.55M	Hold	39,543	–	–	1.65%	19
2024 Q1	$3.34M	Hold	39,543	–	–	2.18%	12
2023 Q4	$3.06M	Hold	39,543	–	–	2.16%	13
2023 Q3	$1.75M	Hold	39,543	–	–	1.44%	23
2023 Q2	$2.63M	Hold	39,543	–	–	2.07%	13
2023 Q1	$2.71M	Buy	+39,543	New	+$2.96M	2.26%	13

Other funds holding XYZ

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Yoder Wealth Management's XYZ Position: Q3 2026 in Review

Yoder Wealth Management reduced its Block Inc (XYZ) stake by 4.3% in Q3 2026, selling an estimated $119K and leaving 32,985 shares worth $2.43M. The position accounts for 0.92% of the portfolio, ranked #35.

Yoder Wealth Management first reported a position in XYZ in Q1 2023 and has held it in 15 quarters since. The position peaked at $3.34M in Q1 2024. 131 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

Yoder Wealth Management held 32,985 shares of Block Inc worth $2.43M as of Q3 2026.
Yoder Wealth Management sold 1,500 Block Inc shares in Q3 2026, an estimated $119K.
Block Inc made up 0.92% of Yoder Wealth Management's portfolio in Q3 2026, its #35 holding.
Yoder Wealth Management first reported a position in Block Inc in Q1 2023 and has held it in 15 quarters since.
Yoder Wealth Management's Block Inc position peaked at $3.34M in Q1 2024.
131 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.