FSA
XYZ

Franklin Street Advisors’s Block Inc XYZ Stock Holding History

Franklin Street 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
2025
Q2 		– Sell
-4,095
Closed -$222K – 176
2025
Q1 		$222K Sell
4,095
-30,200
-88% -$2.25M 0.02% 152
2024
Q4 		$2.92M Buy
+34,295
New +$2.81M 0.19% 67
2021
Q4 		– Sell
-967
Closed -$232K – 168
2021
Q3 		$232K Hold
967
– – 0.02% 142
2021
Q2 		$236K Hold
967
– – 0.02% 142
2021
Q1 		$220K Buy
967
+2
+0.2% +$468 0.02% 145
2020
Q4 		$210K Buy
+965
New +$188K 0.02% 141
2020
Q1 		– Sell
-88,468
Closed -$5.54M – 158
2019
Q4 		$5.54M Sell
88,468
-21,304
-19% -$1.36M 0.65% 55
2019
Q3 		$6.8M Sell
109,772
-12,952
-11% -$880K 0.86% 50
2019
Q2 		$8.9M Buy
122,724
+6,078
+5% +$425K 1.15% 39
2019
Q1 		$8.74M Buy
116,646
+765
+0.7% +$55.4K 1.22% 37
2018
Q4 		$6.5M Buy
115,881
+24,810
+27% +$1.75M 1.03% 41
2018
Q3 		$9.02M Sell
91,071
-35,919
-28% -$2.77M 1.22% 34
2018
Q2 		$7.83M Buy
126,990
+8,045
+7% +$442K 1.14% 42
2018
Q1 		$5.85M Buy
118,945
+37,045
+45% +$1.7M 0.88% 51
2017
Q4 		$2.84M Buy
+81,900
New +$3M 0.42% 64

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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Street Advisors's XYZ Position: Q2 2025 in Review

Franklin Street Advisors sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 4,095 shares — an estimated $222K sold.

Franklin Street Advisors first reported a position in XYZ in Q4 2017 and held it in 15 quarters. The position peaked at $9.02M in Q3 2018. 988 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • Franklin Street Advisors reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
  • Franklin Street Advisors sold 4,095 Block Inc shares in Q2 2025, an estimated $222K.
  • Franklin Street Advisors first reported a position in Block Inc in Q4 2017 and held it in 15 quarters.
  • Franklin Street Advisors's Block Inc position peaked at $9.02M in Q3 2018.
  • 988 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on Franklin Street Advisors's 13F filing for Q2 2025, filed 21 Jul 2025.