BFP
XYZ

Briaud Financial Planning’s Block Inc XYZ Stock Holding History

Briaud Financial Planning’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
-112
Closed -$7K – 366
2025
Q2 		$7K Buy
+112
New +$6.52K ﹤0.01% 265

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Briaud Financial Planning's XYZ Position: Q3 2025 in Review

Briaud Financial Planning sold out of Block Inc (XYZ) in Q3 2025, closing a stake of 112 shares — an estimated $7K sold.

Briaud Financial Planning first reported a position in XYZ in Q2 2025 and held it in 1 quarter. The position peaked at $7K in Q2 2025. 1,031 funds tracked by Wall St. Rank hold XYZ as of Q3 2025.

  • Briaud Financial Planning reported no remaining Block Inc position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 112 Block Inc shares in Q3 2025, an estimated $7K.
  • Briaud Financial Planning first reported a position in Block Inc in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Block Inc position peaked at $7K in Q2 2025.
  • 1,031 funds tracked by Wall St. Rank held Block Inc as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.