FG
XYZ

Fairman Group’s Block Inc XYZ Stock Holding History

Fairman 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
2026
Q1 		– Sell
-1,750
Closed -$114K – 344
2025
Q4 		$114K Hold
1,750
– – 0.09% 69
2025
Q3 		$126K Sell
1,750
-1,000
-36% -$74.9K 0.1% 67
2025
Q2 		$187K Hold
2,750
– – 0.15% 55
2025
Q1 		$234K Hold
2,750
– – 0.21% 51
2024
Q4 		$234K Sell
2,750
-3
-0.1% -$246 0.19% 53
2024
Q3 		$185K Hold
2,753
– – 0.17% 59
2024
Q2 		$178K Hold
2,753
– – 0.18% 60
2024
Q1 		$233K Hold
2,753
– – 0.22% 45
2023
Q4 		$213K Buy
+2,753
New +$156K 0.2% 48

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fairman Group's XYZ Position: Q1 2026 in Review

Fairman Group sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 1,750 shares — an estimated $114K sold.

Fairman Group first reported a position in XYZ in Q4 2023 and held it in 9 quarters. The position peaked at $234K in Q1 2025. 988 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Fairman Group reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • Fairman Group sold 1,750 Block Inc shares in Q1 2026, an estimated $114K.
  • Fairman Group first reported a position in Block Inc in Q4 2023 and held it in 9 quarters.
  • Fairman Group's Block Inc position peaked at $234K in Q1 2025.
  • 988 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Fairman Group's 13F filing for Q1 2026, filed 23 Apr 2026.