FAIM
XYZ

Financial Advocates Investment Management’s Block Inc XYZ Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-5,867
Closed -$399K – 629
2025
Q2 		$399K Sell
5,867
-32
-0.5% -$1.86K 0.03% 419
2025
Q1 		$321K Sell
5,899
-625
-10% -$46.7K 0.02% 542
2024
Q4 		$554K Buy
6,524
+165
+3% +$13.5K 0.03% 422
2024
Q3 		$427K Sell
6,359
-420
-6% -$27.1K 0.02% 506
2024
Q2 		$437K Sell
6,779
-1,189
-15% -$83.2K 0.03% 463
2024
Q1 		$674K Sell
7,968
-23
-0.3% -$1.66K 0.04% 393
2023
Q4 		$618K Sell
7,991
-371
-4% -$21K 0.04% 379
2023
Q3 		$370K Buy
8,362
+910
+12% +$56.4K 0.03% 477
2023
Q2 		$496K Sell
7,452
-177
-2% -$11.1K 0.04% 411
2023
Q1 		$524K Sell
7,629
-590
-7% -$44.2K 0.04% 419
2022
Q4 		$516K Buy
8,219
+1,456
+22% +$89.8K 0.04% 444
2022
Q3 		$364K Sell
6,763
-304
-4% -$21.5K 0.03% 500
2022
Q2 		$434K Sell
7,067
-835
-11% -$76.3K 0.04% 423
2022
Q1 		$1.07M Sell
7,902
-6,229
-44% -$754K 0.07% 290
2021
Q4 		$679K Buy
14,131
+9,295
+192% +$2.01M 0.04% 412
2021
Q3 		$1.12M Sell
4,836
-841
-15% -$216K 0.08% 284
2021
Q2 		$958K Sell
5,677
-1,299
-19% -$301K 0.06% 325
2021
Q1 		$1.55M Buy
6,976
+2,303
+49% +$539K 0.11% 224
2020
Q4 		$1.02M Sell
4,673
-102
-2% -$19.9K 0.07% 301
2020
Q3 		$776K Buy
4,775
+1,395
+41% +$197K 0.07% 293
2020
Q2 		$355K Buy
+3,380
New +$259K 0.03% 423

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Financial Advocates Investment Management's XYZ Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Block Inc (XYZ) in Q3 2025, closing a stake of 5,867 shares — an estimated $399K sold.

Financial Advocates Investment Management first reported a position in XYZ in Q2 2020 and held it in 21 quarters. The position peaked at $1.55M in Q1 2021. 1,032 funds tracked by Wall St. Rank hold XYZ as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Block Inc position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 5,867 Block Inc shares in Q3 2025, an estimated $399K.
  • Financial Advocates Investment Management first reported a position in Block Inc in Q2 2020 and held it in 21 quarters.
  • Financial Advocates Investment Management's Block Inc position peaked at $1.55M in Q1 2021.
  • 1,032 funds tracked by Wall St. Rank held Block Inc as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.