CTA
XYZ

Colonial Trust Advisors’s Block Inc XYZ Stock Holding History

Colonial Trust Advisors’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
-35
Closed -$2.53K – 740
2025
Q3 		$2.53K Hold
35
– – ﹤0.01% 615
2025
Q2 		$2.38K Hold
35
– – ﹤0.01% 632
2025
Q1 		$1.9K Hold
35
– – ﹤0.01% 620
2024
Q4 		$2.98K Sell
35
-100
-74% -$8.2K ﹤0.01% 604
2024
Q3 		$9.06K Hold
135
– – ﹤0.01% 549
2024
Q2 		$8.71K Hold
135
– – ﹤0.01% 538
2024
Q1 		$11.4K Hold
135
– – ﹤0.01% 572
2023
Q4 		$10.4K Hold
135
– – ﹤0.01% 504
2023
Q3 		$5.97K Hold
135
– – ﹤0.01% 584
2023
Q2 		$8.99K Sell
135
-10
-7% -$625 ﹤0.01% 540
2023
Q1 		$9.95K Hold
145
– – ﹤0.01% 514
2022
Q4 		$9.11K Buy
+145
New +$8.95K ﹤0.01% 534

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

Colonial Trust Advisors's XYZ Position: Q4 2025 in Review

Colonial Trust Advisors sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 35 shares — an estimated $2.53K sold.

Colonial Trust Advisors first reported a position in XYZ in Q4 2022 and held it in 12 quarters. The position peaked at $11.4K in Q1 2024. 1,026 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • Colonial Trust Advisors reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
  • Colonial Trust Advisors sold 35 Block Inc shares in Q4 2025, an estimated $2.53K.
  • Colonial Trust Advisors first reported a position in Block Inc in Q4 2022 and held it in 12 quarters.
  • Colonial Trust Advisors's Block Inc position peaked at $11.4K in Q1 2024.
  • 1,026 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Colonial Trust Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.