FLFS
XYZ

Family Legacy Financial Solutions’s Block Inc XYZ Stock Holding History

Family Legacy Financial Solutions’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
-25
Closed -$1.81K – 255
2025
Q3 		$1.81K Hold
25
– – ﹤0.01% 224
2025
Q2 		$1.7K Buy
+25
New +$1.46K ﹤0.01% 209

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

Family Legacy Financial Solutions's XYZ Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 25 shares — an estimated $1.81K sold.

Family Legacy Financial Solutions first reported a position in XYZ in Q2 2025 and held it in 2 quarters. The position peaked at $1.81K in Q3 2025. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 25 Block Inc shares in Q4 2025, an estimated $1.81K.
  • Family Legacy Financial Solutions first reported a position in Block Inc in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's Block Inc position peaked at $1.81K in Q3 2025.
  • 1,027 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.