FRA
XYZ

Frank Rimerman Advisors’s Block Inc XYZ Stock Holding History

Frank Rimerman Advisors’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
2026
Q1 		$460K Buy
+7,645
New +$465K 0.03% 400
2025
Q4 		– Sell
-5,654
Closed -$409K – 653
2025
Q3 		$409K Buy
5,654
+2,368
+72% +$177K 0.03% 405
2025
Q2 		$223K Sell
3,286
-592
-15% -$34.4K 0.02% 522
2025
Q1 		$211K Buy
3,878
+225
+6% +$16.8K 0.02% 491
2024
Q4 		$310K Buy
3,653
+38
+1% +$3.12K 0.02% 403
2024
Q3 		$243K Sell
3,615
-83
-2% -$5.36K 0.02% 470
2024
Q2 		$238K Buy
+3,698
New +$259K 0.02% 491
2021
Q1 		– Sell
-2,300
Closed -$501K – 90
2020
Q4 		$501K Buy
+2,300
New +$449K 0.23% 44

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return