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DC Investments Management’s Block Inc XYZ Stock Holding History

DC Investments Management’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
-5,438
Closed -$393K – 95
2025
Q3 		$393K Hold
5,438
– – 0.16% 77
2025
Q2 		$369K Hold
5,438
– – 0.15% 95
2025
Q1 		$295K Buy
+5,438
New +$406K 0.15% 105
2021
Q1 		– Sell
-1,014
Closed -$221K – 79
2020
Q4 		$221K Buy
+1,014
New +$198K 0.55% 43

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

DC Investments Management's XYZ Position: Q4 2025 in Review

DC Investments Management sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 5,438 shares — an estimated $393K sold.

DC Investments Management first reported a position in XYZ in Q4 2020 and held it in 4 quarters. The position peaked at $393K in Q3 2025. 1,033 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • DC Investments Management reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
  • DC Investments Management sold 5,438 Block Inc shares in Q4 2025, an estimated $393K.
  • DC Investments Management first reported a position in Block Inc in Q4 2020 and held it in 4 quarters.
  • DC Investments Management's Block Inc position peaked at $393K in Q3 2025.
  • 1,033 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on DC Investments Management's 13F filing for Q4 2025, filed 13 Feb 2026.