GFG
XYZ

Goldstone Financial Group’s Block Inc XYZ Stock Holding History

Goldstone Financial Group’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
-5,463
Closed -$297K – 216
2025
Q1 		$297K Buy
5,463
+2,758
+102% +$206K 0.04% 171
2024
Q4 		$230K Sell
2,705
-542
-17% -$44.5K 0.04% 183
2024
Q3 		$218K Buy
+3,247
New +$210K 0.04% 180

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

Goldstone Financial Group's XYZ Position: Q2 2025 in Review

Goldstone Financial Group sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 5,463 shares — an estimated $297K sold.

Goldstone Financial Group first reported a position in XYZ in Q3 2024 and held it in 3 quarters. The position peaked at $297K in Q1 2025. 987 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • Goldstone Financial Group reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
  • Goldstone Financial Group sold 5,463 Block Inc shares in Q2 2025, an estimated $297K.
  • Goldstone Financial Group first reported a position in Block Inc in Q3 2024 and held it in 3 quarters.
  • Goldstone Financial Group's Block Inc position peaked at $297K in Q1 2025.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on Goldstone Financial Group's 13F filing for Q2 2025, filed 8 Jul 2025.