BL
XYZ

BFSG LLC’s Block Inc XYZ Stock Holding History

BFSG LLC’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
2026
Q1 		$6.02K Buy
100
+50
+100% +$3.04K ﹤0.01% 602
2025
Q4 		$3.25K Hold
50
– – ﹤0.01% 623
2025
Q3 		$3.61K Hold
50
– – ﹤0.01% 606
2025
Q2 		$3.4K Hold
50
– – ﹤0.01% 586
2025
Q1 		$2.72K Hold
50
– – ﹤0.01% 588
2024
Q4 		$4.25K Hold
50
– – ﹤0.01% 570
2024
Q3 		$3.36K Hold
50
– – ﹤0.01% 565
2024
Q2 		$3.23K Hold
50
– – ﹤0.01% 547
2024
Q1 		$4.23K Hold
50
– – ﹤0.01% 555
2023
Q4 		$3.87K Buy
+50
New +$2.83K ﹤0.01% 516
2021
Q2 		– Sell
-4,066
Closed -$923K – 217
2021
Q1 		$923K Buy
4,066
+4
+0.1% +$936 0.15% 132
2020
Q4 		$884K Buy
+4,062
New +$792K 0.15% 125

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return