BMC
XYZ

Bear Mountain Capital’s Block Inc XYZ Stock Holding History

Bear Mountain Capital’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
-8
Closed -$476 – 344
2025
Q1 		$476 Sell
8
-2
-20% -$149 ﹤0.01% 259
2024
Q4 		$878 Buy
+10
New +$820 ﹤0.01% 140

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bear Mountain Capital's XYZ Position: Q2 2025 in Review

Bear Mountain Capital sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 8 shares — an estimated $476 sold.

Bear Mountain Capital first reported a position in XYZ in Q4 2024 and held it in 2 quarters. The position peaked at $878 in Q4 2024. 987 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • Bear Mountain Capital reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
  • Bear Mountain Capital sold 8 Block Inc shares in Q2 2025, an estimated $476.
  • Bear Mountain Capital first reported a position in Block Inc in Q4 2024 and held it in 2 quarters.
  • Bear Mountain Capital's Block Inc position peaked at $878 in Q4 2024.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on Bear Mountain Capital's 13F filing for Q2 2025, filed 23 Jul 2025.