BFIC
XYZ

Bedell Frazier Investment Counselling’s Block Inc XYZ Stock Holding History

Bedell Frazier Investment Counselling’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
Q4 		– Sell
-35,378
Closed -$2.56M – 145
2025
Q3 		$2.56M Buy
+35,378
New +$2.65M 0.53% 57
2023
Q2 		– Sell
-29,631
Closed -$2.03M – 94
2023
Q1 		$2.03M Sell
29,631
-3,132
-10% -$234K 0.6% 38
2022
Q4 		$2.06M Sell
32,763
-2,210
-6% -$136K 0.54% 42
2022
Q3 		$1.92M Buy
34,973
+619
+2% +$43.8K 0.54% 44
2022
Q2 		$2.11M Buy
34,354
+1,198
+4% +$109K 0.65% 40
2022
Q1 		$4.5M Buy
33,156
+1,986
+6% +$240K 1.14% 34
2021
Q4 		$5.03M Buy
31,170
+1,683
+6% +$365K 1.23% 33
2021
Q3 		$7.07M Sell
29,487
-4,770
-14% -$1.23M 1.94% 18
2021
Q2 		$8.35M Buy
34,257
+948
+3% +$220K 2.12% 14
2021
Q1 		$7.56M Buy
33,309
+1,387
+4% +$324K 2.14% 16
2020
Q4 		$6.95M Sell
31,922
-3,228
-9% -$630K 2.13% 16
2020
Q3 		$5.71M Sell
35,150
-8,780
-20% -$1.24M 2.04% 20
2020
Q2 		$4.61M Sell
43,930
-7,530
-15% -$576K 1.86% 23
2020
Q1 		$2.69M Sell
51,460
-3,025
-6% -$207K 1.26% 28
2019
Q4 		$3.38M Hold
54,485
– – 1.35% 29
2019
Q3 		$3.38M Buy
54,485
+12,213
+29% +$830K 1.32% 30
2019
Q2 		$3.07M Buy
+42,272
New +$2.95M 1.12% 31

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 $6.73T AUM 46.02% 1-Year Est. Return
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bedell Frazier Investment Counselling's XYZ Position: Q4 2025 in Review

Bedell Frazier Investment Counselling sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 35,378 shares — an estimated $2.56M sold.

Bedell Frazier Investment Counselling first reported a position in XYZ in Q2 2019 and held it in 17 quarters. The position peaked at $8.35M in Q2 2021. 1,026 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • Bedell Frazier Investment Counselling reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
  • Bedell Frazier Investment Counselling sold 35,378 Block Inc shares in Q4 2025, an estimated $2.56M.
  • Bedell Frazier Investment Counselling first reported a position in Block Inc in Q2 2019 and held it in 17 quarters.
  • Bedell Frazier Investment Counselling's Block Inc position peaked at $8.35M in Q2 2021.
  • 1,026 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Bedell Frazier Investment Counselling's 13F filing for Q4 2025, filed 17 Feb 2026.