Affinity Wealth’s Block Inc XYZ Stock Holding History

Affinity Wealth’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
2025 Q2	–	Sell	-15	Closed	-$815	–	79
2025 Q1	$815	Buy	+15	New	+$1.12K	﹤0.01%	41

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Affinity Wealth's XYZ Position: Q2 2025 in Review

Affinity Wealth sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 15 shares — an estimated $815 sold.

Affinity Wealth first reported a position in XYZ in Q1 2025 and held it in 1 quarter. The position peaked at $815 in Q1 2025. 988 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

Affinity Wealth reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
Affinity Wealth sold 15 Block Inc shares in Q2 2025, an estimated $815.
Affinity Wealth first reported a position in Block Inc in Q1 2025 and held it in 1 quarter.
Affinity Wealth's Block Inc position peaked at $815 in Q1 2025.
988 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on Affinity Wealth's 13F filing for Q2 2025, filed 26 Aug 2026.