DAGCO Inc’s Block Inc XYZ Stock Holding History

DAGCO Inc’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	-75	Closed	-$4.08K	–	383
2025 Q1	$4.08K	Buy	+75	New	+$5.6K	﹤0.01%	296
2021 Q1	–	Sell	-1,625	Closed	-$354K	–	108
2020 Q4	$354K	Hold	1,625	–	–	0.2%	89
2020 Q3	$264K	Buy	+1,625	New	+$229K	0.18%	93

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 $5.72T AUM 30.48% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DAGCO Inc's XYZ Position: Q2 2025 in Review

DAGCO Inc sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 75 shares — an estimated $4.08K sold.

DAGCO Inc first reported a position in XYZ in Q3 2020 and held it in 3 quarters. The position peaked at $354K in Q4 2020. 988 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

DAGCO Inc reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
DAGCO Inc sold 75 Block Inc shares in Q2 2025, an estimated $4.08K.
DAGCO Inc first reported a position in Block Inc in Q3 2020 and held it in 3 quarters.
DAGCO Inc's Block Inc position peaked at $354K in Q4 2020.
988 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on DAGCO Inc's 13F filing for Q2 2025, filed 14 Aug 2025.