Citizens National Bank Trust Department’s Block Inc XYZ Stock Holding History

Citizens National Bank Trust Department’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	-15	Closed	-$1.02K	–	391
2025 Q2	$1.02K	Hold	15	–	–	﹤0.01%	370
2025 Q1	$815	Hold	15	–	–	﹤0.01%	395
2024 Q4	$1.27K	Hold	15	–	–	﹤0.01%	345
2024 Q3	$1.01K	Hold	15	–	–	﹤0.01%	339
2024 Q2	$967	Hold	15	–	–	﹤0.01%	340
2024 Q1	$1.27K	Hold	15	–	–	﹤0.01%	331
2023 Q4	$1.16K	Hold	15	–	–	﹤0.01%	307
2023 Q3	$664	Hold	15	–	–	﹤0.01%	316
2023 Q2	$999	Hold	15	–	–	﹤0.01%	315
2023 Q1	$1.03K	Hold	15	–	–	﹤0.01%	300
2022 Q4	$1K	Hold	15	–	–	﹤0.01%	312
2022 Q3	$1K	Hold	15	–	–	﹤0.01%	325
2022 Q2	$1K	Hold	15	–	–	﹤0.01%	329
2022 Q1	$1K	Hold	15	–	–	﹤0.01%	303
2021 Q4	$2K	Buy	+15	New	+$3.25K	﹤0.01%	299

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Citizens National Bank Trust Department's XYZ Position: Q3 2025 in Review

Citizens National Bank Trust Department sold out of Block Inc (XYZ) in Q3 2025, closing a stake of 15 shares — an estimated $1.02K sold.

Citizens National Bank Trust Department first reported a position in XYZ in Q4 2021 and held it in 15 quarters. The position peaked at $2K in Q4 2021. 1,032 funds tracked by Wall St. Rank hold XYZ as of Q3 2025.

Citizens National Bank Trust Department reported no remaining Block Inc position as of Q3 2025 after selling out during the quarter.
Citizens National Bank Trust Department sold 15 Block Inc shares in Q3 2025, an estimated $1.02K.
Citizens National Bank Trust Department first reported a position in Block Inc in Q4 2021 and held it in 15 quarters.
Citizens National Bank Trust Department's Block Inc position peaked at $2K in Q4 2021.
1,032 funds tracked by Wall St. Rank held Block Inc as of Q3 2025.

Based on Citizens National Bank Trust Department's 13F filing for Q3 2025, filed 23 Oct 2025.