ECM
XYZ

Everence Capital Management’s Block Inc XYZ Stock Holding History

Everence Capital 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
-12,145
Closed -$878K – 846
2025
Q3 		$878K Buy
12,145
+4,665
+62% +$349K 0.05% 263
2025
Q2 		$508K Sell
7,480
-380
-5% -$22.1K 0.03% 377
2025
Q1 		$427K Sell
7,860
-5,420
-41% -$405K 0.03% 412
2024
Q4 		$1.13M Buy
+13,280
New +$1.09M 0.07% 210

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

Everence Capital Management's XYZ Position: Q4 2025 in Review

Everence Capital Management sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 12,145 shares — an estimated $878K sold.

Everence Capital Management first reported a position in XYZ in Q4 2024 and held it in 4 quarters. The position peaked at $1.13M in Q4 2024. 1,026 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • Everence Capital Management reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
  • Everence Capital Management sold 12,145 Block Inc shares in Q4 2025, an estimated $878K.
  • Everence Capital Management first reported a position in Block Inc in Q4 2024 and held it in 4 quarters.
  • Everence Capital Management's Block Inc position peaked at $1.13M in Q4 2024.
  • 1,026 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Everence Capital Management's 13F filing for Q4 2025, filed 3 Feb 2026.