HPC
XYZ

HM Payson & Co’s Block Inc XYZ Stock Holding History

HM Payson & Co’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
Q4 		– Sell
-300
Closed -$21.7K – 1217
2025
Q3 		$21.7K Hold
300
– – ﹤0.01% 826
2025
Q2 		$20.4K Hold
300
– – ﹤0.01% 780
2025
Q1 		$16.3K Hold
300
– – ﹤0.01% 816
2024
Q4 		$25.5K Sell
300
-10
-3% -$820 ﹤0.01% 743
2024
Q3 		$20.8K Buy
310
+10
+3% +$646 ﹤0.01% 764
2024
Q2 		$19.3K Hold
300
– – ﹤0.01% 764
2024
Q1 		$25.4K Sell
300
-100
-25% -$7.23K ﹤0.01% 708
2023
Q4 		$30.9K Hold
400
– – ﹤0.01% 670
2023
Q3 		$17.7K Hold
400
– – ﹤0.01% 758
2023
Q2 		$26.6K Sell
400
-283
-41% -$17.7K ﹤0.01% 679
2023
Q1 		$46.9K Sell
683
-2,421
-78% -$181K ﹤0.01% 585
2022
Q4 		$195K Sell
3,104
-292
-9% -$18K ﹤0.01% 372
2022
Q3 		$187K Buy
3,396
+297
+10% +$21K 0.01% 378
2022
Q2 		$190K Buy
3,099
+303
+11% +$27.7K ﹤0.01% 383
2022
Q1 		$379K Buy
2,796
+1,347
+93% +$163K 0.01% 308
2021
Q4 		$234K Buy
1,449
+374
+35% +$81K 0.01% 382
2021
Q3 		$258K Buy
1,075
+375
+54% +$96.3K 0.01% 354
2021
Q2 		$171K Sell
700
-174
-20% -$40.4K ﹤0.01% 409
2021
Q1 		$198K Hold
874
– – 0.01% 390
2020
Q4 		$190K Sell
874
-66
-7% -$12.9K 0.01% 391
2020
Q3 		$153K Buy
940
+740
+370% +$104K ﹤0.01% 397
2020
Q2 		$21K Hold
200
– – ﹤0.01% 664
2020
Q1 		$10K Hold
200
– – ﹤0.01% 737
2019
Q4 		$13K Hold
200
– – ﹤0.01% 785
2019
Q3 		$12K Hold
200
– – ﹤0.01% 802
2019
Q2 		$15K Buy
+200
New +$14K ﹤0.01% 771

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

HM Payson & Co's XYZ Position: Q4 2025 in Review

HM Payson & Co sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 300 shares — an estimated $21.7K sold.

HM Payson & Co first reported a position in XYZ in Q2 2019 and held it in 26 quarters. The position peaked at $379K in Q1 2022. 1,029 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • HM Payson & Co reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
  • HM Payson & Co sold 300 Block Inc shares in Q4 2025, an estimated $21.7K.
  • HM Payson & Co first reported a position in Block Inc in Q2 2019 and held it in 26 quarters.
  • HM Payson & Co's Block Inc position peaked at $379K in Q1 2022.
  • 1,029 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on HM Payson & Co's 13F filing for Q4 2025, filed 12 Feb 2026.