FLP
XYZ

Financial Life Planners’s Block Inc XYZ Stock Holding History

Financial Life Planners’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
Closed -$868 – 351
2025
Q3 		$868 Buy
+12
New +$898 ﹤0.01% 316
2025
Q1 		– Sell
-12
Closed -$1.02K – 401
2024
Q4 		$1.02K Buy
+12
New +$984 ﹤0.01% 348

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
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 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
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 $110B AUM 4.8% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Financial Life Planners's XYZ Position: Q4 2025 in Review

Financial Life Planners sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 12 shares — an estimated $868 sold.

Financial Life Planners first reported a position in XYZ in Q4 2024 and held it in 2 quarters. The position peaked at $1.02K in Q4 2024. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • Financial Life Planners reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
  • Financial Life Planners sold 12 Block Inc shares in Q4 2025, an estimated $868.
  • Financial Life Planners first reported a position in Block Inc in Q4 2024 and held it in 2 quarters.
  • Financial Life Planners's Block Inc position peaked at $1.02K in Q4 2024.
  • 1,027 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Financial Life Planners's 13F filing for Q4 2025, filed 29 Jan 2026.