Beacon Capital Management LLC (Tennessee)’s Block Inc XYZ Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-229	Closed	-$15.6K	–	1069
2025 Q2	$15.6K	Sell	229 -107	-32%	-$6.22K	﹤0.01%	543
2025 Q1	$18.3K	Buy	336 +107	+47%	+$7.99K	﹤0.01%	491
2024 Q4	$19.5K	Hold	229	–	–	﹤0.01%	476
2024 Q3	$15.4K	Hold	229	–	–	﹤0.01%	555
2024 Q2	$14.8K	Hold	229	–	–	﹤0.01%	501
2024 Q1	$19.4K	Sell	229 -15	-6%	-$1.08K	﹤0.01%	458
2023 Q4	$10.8K	Hold	244	–	–	﹤0.01%	505
2023 Q3	$16.2K	Hold	244	–	–	﹤0.01%	448
2023 Q2	$16.2K	Buy	244 +10	+4%	+$625	﹤0.01%	448
2023 Q1	$16.1K	Hold	234	–	–	﹤0.01%	399
2022 Q4	$14.7K	Sell	234 -91	-28%	-$5.62K	0.01%	426
2022 Q3	$20K	Sell	325 -4	-1%	-$283	0.01%	347
2022 Q2	$46K	Hold	329	–	–	0.01%	254
2022 Q1	$46K	Buy	+329	New	+$39.8K	0.01%	254

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

Beacon Capital Management LLC (Tennessee)'s XYZ Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Block Inc (XYZ) in Q3 2025, closing a stake of 229 shares — an estimated $15.6K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in XYZ in Q1 2022 and held it in 14 quarters. The position peaked at $46K in Q2 2022. 1,032 funds tracked by Wall St. Rank hold XYZ as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Block Inc position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 229 Block Inc shares in Q3 2025, an estimated $15.6K.
Beacon Capital Management LLC (Tennessee) first reported a position in Block Inc in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Block Inc position peaked at $46K in Q2 2022.
1,032 funds tracked by Wall St. Rank held Block Inc as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.