Financial Management Professionals’s Block Inc XYZ Stock Holding History

Financial Management Professionals’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	-7	Closed	-$506	–	1038
2025 Q3	$506	Buy	7 +3	+75%	+$225	﹤0.01%	859
2025 Q2	$272	Hold	4	–	–	﹤0.01%	962
2025 Q1	$217	Hold	4	–	–	﹤0.01%	952
2024 Q4	$340	Hold	4	–	–	﹤0.01%	923
2024 Q3	$0	Hold	4	–	–	﹤0.01%	1062
2024 Q2	$0	Hold	4	–	–	﹤0.01%	1047
2024 Q1	$0	Hold	4	–	–	﹤0.01%	1109
2023 Q4	$0	Hold	4	–	–	﹤0.01%	1068
2023 Q3	$0	Hold	4	–	–	﹤0.01%	1081
2023 Q2	$0	Hold	4	–	–	﹤0.01%	1157
2023 Q1	$0	Hold	4	–	–	﹤0.01%	1169
2022 Q4	$0	Hold	4	–	–	﹤0.01%	1107
2022 Q3	$0	Hold	4	–	–	﹤0.01%	1143
2022 Q2	$0	Sell	4 -10	-71%	-$914	﹤0.01%	1164
2022 Q1	$2K	Buy	14 +9	+180%	+$1.09K	﹤0.01%	829
2021 Q4	$1K	Buy	+5	New	+$1.08K	﹤0.01%	936
2019 Q3	–	Sell	-211	Closed	-$15K	–	362
2019 Q2	$15K	Hold	211	–	–	0.01%	164
2019 Q1	$16K	Hold	211	–	–	0.01%	142
2018 Q4	$12K	Hold	211	–	–	0.01%	146
2018 Q3	$21K	Hold	211	–	–	0.01%	130
2018 Q2	$13K	Hold	211	–	–	0.01%	151
2018 Q1	$10K	Hold	211	–	–	0.01%	163
2017 Q4	$7K	Buy	211 +54	+34%	+$1.98K	﹤0.01%	157
2017 Q3	$4K	Buy	+157	New	+$4.11K	﹤0.01%	191

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Financial Management Professionals's XYZ Position: Q4 2025 in Review

Financial Management Professionals sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 7 shares — an estimated $506 sold.

Financial Management Professionals first reported a position in XYZ in Q3 2017 and held it in 24 quarters. The position peaked at $21K in Q3 2018. 1,029 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

Financial Management Professionals reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
Financial Management Professionals sold 7 Block Inc shares in Q4 2025, an estimated $506.
Financial Management Professionals first reported a position in Block Inc in Q3 2017 and held it in 24 quarters.
Financial Management Professionals's Block Inc position peaked at $21K in Q3 2018.
1,029 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Financial Management Professionals's 13F filing for Q4 2025, filed 27 Jan 2026.