BIG
XYZ

Brookwood Investment Group’s Block Inc XYZ Stock Holding History

Brookwood Investment 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
Q4 		– Sell
-5,283
Closed -$382K – 578
2025
Q3 		$382K Buy
+5,283
New +$395K 0.05% 327

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
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Brookwood Investment Group's XYZ Position: Q4 2025 in Review

Brookwood Investment Group sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 5,283 shares — an estimated $382K sold.

Brookwood Investment Group first reported a position in XYZ in Q3 2025 and held it in 1 quarter. The position peaked at $382K in Q3 2025. 1,026 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • Brookwood Investment Group reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
  • Brookwood Investment Group sold 5,283 Block Inc shares in Q4 2025, an estimated $382K.
  • Brookwood Investment Group first reported a position in Block Inc in Q3 2025 and held it in 1 quarter.
  • Brookwood Investment Group's Block Inc position peaked at $382K in Q3 2025.
  • 1,026 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Brookwood Investment Group's 13F filing for Q4 2025, filed 22 Jan 2026.