GFA
XYZ

Gallagher Fiduciary Advisors’s Block Inc XYZ Stock Holding History

Gallagher Fiduciary 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
Q1 		– Sell
-5,389
Closed -$458K – 338
2024
Q4 		$458K Buy
5,389
+121
+2% +$9.93K 0.09% 153
2024
Q3 		$354K Buy
5,268
+113
+2% +$7.3K 0.07% 169
2024
Q2 		$332K Buy
5,155
+190
+4% +$13.3K 0.07% 141
2024
Q1 		$420K Buy
4,965
+40
+0.8% +$2.89K 0.01% 121
2023
Q4 		$381K Buy
+4,925
New +$278K 0.01% 119
2023
Q3 		– Sell
-3,610
Closed -$240K – 220
2023
Q2 		$240K Buy
+3,610
New +$226K 0.02% 184

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Gallagher Fiduciary Advisors's XYZ Position: Q1 2025 in Review

Gallagher Fiduciary Advisors sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 5,389 shares — an estimated $458K sold.

Gallagher Fiduciary Advisors first reported a position in XYZ in Q2 2023 and held it in 6 quarters. The position peaked at $458K in Q4 2024. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Gallagher Fiduciary Advisors reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • Gallagher Fiduciary Advisors sold 5,389 Block Inc shares in Q1 2025, an estimated $458K.
  • Gallagher Fiduciary Advisors first reported a position in Block Inc in Q2 2023 and held it in 6 quarters.
  • Gallagher Fiduciary Advisors's Block Inc position peaked at $458K in Q4 2024.
  • 1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2025, filed 15 May 2025.