Kestra Investment Management
XYZ icon

Kestra Investment Management’s Block Inc XYZ Stock Holding History

Kestra Investment Management’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
-56
Closed -$3.04K – 992
2025
Q1 		$3.04K Sell
56
-616
-92% -$46K ﹤0.01% 733
2024
Q4 		$57.1K Buy
+672
New +$55.1K ﹤0.01% 509

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dragoneer Investment Group
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kestra Investment Management's XYZ Position: Q2 2025 in Review

Kestra Investment Management sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 56 shares — an estimated $3.04K sold.

Kestra Investment Management first reported a position in XYZ in Q4 2024 and held it in 2 quarters. The position peaked at $57.1K in Q4 2024. 991 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • Kestra Investment Management reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
  • Kestra Investment Management sold 56 Block Inc shares in Q2 2025, an estimated $3.04K.
  • Kestra Investment Management first reported a position in Block Inc in Q4 2024 and held it in 2 quarters.
  • Kestra Investment Management's Block Inc position peaked at $57.1K in Q4 2024.
  • 991 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on Kestra Investment Management's 13F filing for Q2 2025, filed 15 Aug 2025.