Berger Financial Group’s Block Inc XYZ Stock Holding History

Berger Financial Group’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 Q1	–	Sell	-3,195	Closed	-$272K	–	444
2024 Q4	$272K	Sell	3,195 -468	-13%	-$38.4K	0.02%	336
2024 Q3	$246K	Sell	3,663 -802	-18%	-$51.8K	0.02%	346
2024 Q2	$288K	Sell	4,465 -1,792	-29%	-$125K	0.02%	294
2024 Q1	$529K	Sell	6,257 -2,261	-27%	-$164K	0.04%	199
2023 Q4	$659K	Sell	8,518 -1,887	-18%	-$107K	0.07%	146
2023 Q3	$461K	Sell	10,405 -3,680	-26%	-$228K	0.05%	163
2023 Q2	$938K	Sell	14,085 -2,803	-17%	-$175K	0.11%	117
2023 Q1	$1.16M	Sell	16,888 -5,063	-23%	-$379K	0.14%	103
2022 Q4	$1.38M	Sell	21,951 -1,644	-7%	-$101K	0.18%	93
2022 Q3	$1.3M	Sell	23,595 -2,057	-8%	-$146K	0.19%	93
2022 Q2	$1.58M	Sell	25,652 -3,832	-13%	-$350K	0.23%	80
2022 Q1	$4M	Sell	29,484 -1,332	-4%	-$161K	0.51%	62
2021 Q4	$4.98M	Buy	+30,816	New	+$6.68M	0.66%	47

Other funds holding XYZ

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Berger Financial Group's XYZ Position: Q1 2025 in Review

Berger Financial Group sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 3,195 shares — an estimated $272K sold.

Berger Financial Group first reported a position in XYZ in Q4 2021 and held it in 13 quarters. The position peaked at $4.98M in Q4 2021. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

Berger Financial Group reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
Berger Financial Group sold 3,195 Block Inc shares in Q1 2025, an estimated $272K.
Berger Financial Group first reported a position in Block Inc in Q4 2021 and held it in 13 quarters.
Berger Financial Group's Block Inc position peaked at $4.98M in Q4 2021.
1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Berger Financial Group's 13F filing for Q1 2025, filed 12 May 2025.