FPGT
XYZ

Financial Partners Group (Tennessee)’s Block Inc XYZ Stock Holding History

Financial Partners Group (Tennessee)’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
Q1 		– Sell
-2,880
Closed -$245K – 96
2024
Q4 		$245K Sell
2,880
-869
-23% -$71.3K 0.1% 88
2024
Q3 		$252K Buy
+3,749
New +$242K 0.09% 93

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Financial Partners Group (Tennessee)'s XYZ Position: Q1 2025 in Review

Financial Partners Group (Tennessee) sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 2,880 shares — an estimated $245K sold.

Financial Partners Group (Tennessee) first reported a position in XYZ in Q3 2024 and held it in 2 quarters. The position peaked at $252K in Q3 2024. 1,010 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Financial Partners Group (Tennessee) reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • Financial Partners Group (Tennessee) sold 2,880 Block Inc shares in Q1 2025, an estimated $245K.
  • Financial Partners Group (Tennessee) first reported a position in Block Inc in Q3 2024 and held it in 2 quarters.
  • Financial Partners Group (Tennessee)'s Block Inc position peaked at $252K in Q3 2024.
  • 1,010 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q1 2025, filed 18 Apr 2025.