CPL
XYZ

CAP Partners LLC’s Block Inc XYZ Stock Holding History

CAP Partners 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
2025
Q4 		– Sell
-4,019
Closed -$290K – 153
2025
Q3 		$290K Sell
4,019
-380
-9% -$28.4K 0.16% 112
2025
Q2 		$299K Buy
4,399
+145
+3% +$8.44K 0.19% 104
2025
Q1 		$231K Sell
4,254
-297
-7% -$22.2K 0.17% 117
2024
Q4 		$387K Sell
4,551
-264
-5% -$21.7K 0.27% 87
2024
Q3 		$323K Sell
4,815
-12
-0.2% -$775 0.24% 96
2024
Q2 		$311K Buy
4,827
+62
+1% +$4.34K 0.25% 92
2024
Q1 		$403K Buy
4,765
+163
+4% +$11.8K 0.36% 69
2023
Q4 		$356K Buy
+4,602
New +$260K 0.35% 65

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

CAP Partners LLC's XYZ Position: Q4 2025 in Review

CAP Partners LLC sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 4,019 shares — an estimated $290K sold.

CAP Partners LLC first reported a position in XYZ in Q4 2023 and held it in 8 quarters. The position peaked at $403K in Q1 2024. 1,026 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • CAP Partners LLC reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
  • CAP Partners LLC sold 4,019 Block Inc shares in Q4 2025, an estimated $290K.
  • CAP Partners LLC first reported a position in Block Inc in Q4 2023 and held it in 8 quarters.
  • CAP Partners LLC's Block Inc position peaked at $403K in Q1 2024.
  • 1,026 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on CAP Partners LLC's 13F filing for Q4 2025, filed 4 Feb 2026.