CIC
XYZ

Cornercap Investment Counsel’s Block Inc XYZ Stock Holding History

Cornercap Investment Counsel’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
Q2 		– Sell
-11,796
Closed -$641K – 165
2025
Q1 		$641K Sell
11,796
-116
-1% -$8.66K 0.34% 130
2024
Q4 		$1.01M Sell
11,912
-1,865
-14% -$153K 0.33% 87
2024
Q3 		$925K Sell
13,777
-7,668
-36% -$495K 0.27% 94
2024
Q2 		$1.38M Sell
21,445
-314
-1% -$22K 0.23% 117
2024
Q1 		$1.84M Buy
21,759
+82
+0.4% +$5.93K 0.28% 100
2023
Q4 		$1.68M Buy
21,677
+82
+0.4% +$4.64K 0.27% 100
2023
Q3 		$956K Buy
21,595
+5,745
+36% +$356K 0.17% 213
2023
Q2 		$1.06M Buy
+15,850
New +$990K 0.18% 189

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cornercap Investment Counsel's XYZ Position: Q2 2025 in Review

Cornercap Investment Counsel sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 11,796 shares — an estimated $641K sold.

Cornercap Investment Counsel first reported a position in XYZ in Q2 2023 and held it in 8 quarters. The position peaked at $1.84M in Q1 2024. 987 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • Cornercap Investment Counsel reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
  • Cornercap Investment Counsel sold 11,796 Block Inc shares in Q2 2025, an estimated $641K.
  • Cornercap Investment Counsel first reported a position in Block Inc in Q2 2023 and held it in 8 quarters.
  • Cornercap Investment Counsel's Block Inc position peaked at $1.84M in Q1 2024.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on Cornercap Investment Counsel's 13F filing for Q2 2025, filed 6 Aug 2025.