Empower Advisory Group
XYZ

Empower Advisory Group’s Block Inc XYZ Stock Holding History

Empower Advisory Group’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
-3,173
Closed -$229K – 562
2025
Q3 		$229K Sell
3,173
-125
-4% -$9.36K ﹤0.01% 491
2025
Q2 		$224K Buy
+3,298
New +$192K ﹤0.01% 465
2025
Q1 		– Sell
-3,691
Closed -$314K – 522
2024
Q4 		$314K Sell
3,691
-243
-6% -$19.9K ﹤0.01% 396
2024
Q3 		$264K Buy
3,934
+246
+7% +$15.9K ﹤0.01% 426
2024
Q2 		$238K Sell
3,688
-679
-16% -$47.5K ﹤0.01% 445
2024
Q1 		$369K Buy
4,367
+352
+9% +$25.5K ﹤0.01% 362
2023
Q4 		$311K Buy
+4,015
New +$227K ﹤0.01% 388
2023
Q3 		– Sell
-4,214
Closed -$281K – 493
2023
Q2 		$281K Sell
4,214
-363
-8% -$22.7K ﹤0.01% 400
2023
Q1 		$310K Buy
+4,577
New +$343K ﹤0.01% 376

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

Empower Advisory Group's XYZ Position: Q4 2025 in Review

Empower Advisory Group sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 3,173 shares — an estimated $229K sold.

Empower Advisory Group first reported a position in XYZ in Q1 2023 and held it in 9 quarters. The position peaked at $369K in Q1 2024. 1,026 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • Empower Advisory Group reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
  • Empower Advisory Group sold 3,173 Block Inc shares in Q4 2025, an estimated $229K.
  • Empower Advisory Group first reported a position in Block Inc in Q1 2023 and held it in 9 quarters.
  • Empower Advisory Group's Block Inc position peaked at $369K in Q1 2024.
  • 1,026 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Empower Advisory Group's 13F filing for Q4 2025, filed 12 Feb 2026.