CCM
XYZ

Canal Capital Management’s Block Inc XYZ Stock Holding History

Canal Capital Management’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
-2,458
Closed -$209K – 186
2024
Q4 		$209K Buy
+2,458
New +$202K 0.03% 162
2024
Q2 		– Sell
-2,866
Closed -$242K – 155
2024
Q1 		$242K Hold
2,866
– – 0.04% 134
2023
Q4 		$222K Buy
+2,866
New +$162K 0.04% 154
2023
Q3 		– Sell
-3,242
Closed -$216K – 155
2023
Q2 		$216K Sell
3,242
-236
-7% -$14.7K 0.04% 145
2023
Q1 		$239K Sell
3,478
-18,163
-84% -$1.36M 0.05% 141
2022
Q4 		$1.36M Sell
21,641
-7,816
-27% -$482K 0.33% 69
2022
Q3 		$1.62M Buy
29,457
+6,682
+29% +$473K 0.47% 55
2022
Q2 		$1.4M Buy
22,775
+5,682
+33% +$519K 0.42% 58
2022
Q1 		$2.32M Buy
17,093
+8,650
+102% +$1.05M 0.63% 48
2021
Q4 		$1.36M Sell
8,443
-2,807
-25% -$608K 0.33% 65
2021
Q3 		$2.7M Buy
11,250
+1,857
+20% +$477K 0.77% 43
2021
Q2 		$2.29M Buy
9,393
+6,552
+231% +$1.52M 0.66% 45
2021
Q1 		$645K Buy
2,841
+153
+6% +$35.8K 0.22% 82
2020
Q4 		$585K Buy
2,688
+118
+5% +$23K 0.22% 84
2020
Q3 		$418K Sell
2,570
-40
-2% -$5.65K 0.18% 88
2020
Q2 		$274K Buy
+2,610
New +$200K 0.13% 94

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Canal Capital Management's XYZ Position: Q1 2025 in Review

Canal Capital Management sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 2,458 shares — an estimated $209K sold.

Canal Capital Management first reported a position in XYZ in Q2 2020 and held it in 16 quarters. The position peaked at $2.7M in Q3 2021. 1,013 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Canal Capital Management reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • Canal Capital Management sold 2,458 Block Inc shares in Q1 2025, an estimated $209K.
  • Canal Capital Management first reported a position in Block Inc in Q2 2020 and held it in 16 quarters.
  • Canal Capital Management's Block Inc position peaked at $2.7M in Q3 2021.
  • 1,013 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Canal Capital Management's 13F filing for Q1 2025, filed 19 Sep 2025.