Avalon Trust’s Block Inc XYZ Stock Holding History

Avalon Trust’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 Q3	–	Sell	-300	Closed	-$20.4K	–	643
2025 Q2	$20.4K	Hold	300	–	–	﹤0.01%	318
2025 Q1	$16.3K	Buy	+300	New	+$22.4K	﹤0.01%	343

Other funds holding XYZ

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Avalon Trust's XYZ Position: Q3 2025 in Review

Avalon Trust sold out of Block Inc (XYZ) in Q3 2025, closing a stake of 300 shares — an estimated $20.4K sold.

Avalon Trust first reported a position in XYZ in Q1 2025 and held it in 2 quarters. The position peaked at $20.4K in Q2 2025. 1,031 funds tracked by Wall St. Rank hold XYZ as of Q3 2025.

Avalon Trust reported no remaining Block Inc position as of Q3 2025 after selling out during the quarter.
Avalon Trust sold 300 Block Inc shares in Q3 2025, an estimated $20.4K.
Avalon Trust first reported a position in Block Inc in Q1 2025 and held it in 2 quarters.
Avalon Trust's Block Inc position peaked at $20.4K in Q2 2025.
1,031 funds tracked by Wall St. Rank held Block Inc as of Q3 2025.

Based on Avalon Trust's 13F filing for Q3 2025, filed 10 Nov 2025.