BW
XYZ

BXM Wealth’s Block Inc XYZ Stock Holding History

BXM Wealth’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
-3,305
Closed -$239K – 156
2025
Q3 		$239K Buy
+3,305
New +$247K 0.23% 110
2025
Q2 		– Sell
-9,361
Closed -$509K – 121
2025
Q1 		$509K Buy
9,361
+5,301
+131% +$396K 0.61% 53
2024
Q4 		$345K Buy
+4,060
New +$333K 0.48% 61

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

BXM Wealth's XYZ Position: Q4 2025 in Review

BXM Wealth sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 3,305 shares — an estimated $239K sold.

BXM Wealth first reported a position in XYZ in Q4 2024 and held it in 3 quarters. The position peaked at $509K in Q1 2025. 1,026 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • BXM Wealth reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
  • BXM Wealth sold 3,305 Block Inc shares in Q4 2025, an estimated $239K.
  • BXM Wealth first reported a position in Block Inc in Q4 2024 and held it in 3 quarters.
  • BXM Wealth's Block Inc position peaked at $509K in Q1 2025.
  • 1,026 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on BXM Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.