LB
XYZ

Legacy Bridge’s Block Inc XYZ Stock Holding History

Legacy Bridge’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
-30
Closed -$1.63K – 347
2025
Q1 		$1.63K Hold
30
– – ﹤0.01% 280
2024
Q4 		$2.55K Hold
30
– – ﹤0.01% 288
2024
Q3 		$2.01K Hold
30
– – ﹤0.01% 289
2024
Q2 		$1.94K Buy
+30
New +$2.1K ﹤0.01% 282
2022
Q1 		– Sell
-5,182
Closed -$837K – 311
2021
Q4 		$837K Hold
5,182
– – 0.44% 95
2021
Q3 		$1.24M Buy
5,182
+174
+3% +$44.7K 0.72% 53
2021
Q2 		$1.22M Sell
5,008
-131
-3% -$30.4K 0.69% 60
2021
Q1 		$1.17M Sell
5,139
-626
-11% -$146K 0.76% 53
2020
Q4 		$1.25M Sell
5,765
-217
-4% -$42.3K 0.91% 32
2020
Q3 		$972K Buy
5,982
+292
+5% +$41.2K 0.89% 36
2020
Q2 		$597K Sell
5,690
-1,580
-22% -$121K 0.66% 53
2020
Q1 		$381K Sell
7,270
-2,630
-27% -$180K 0.48% 75
2019
Q4 		$619K Buy
9,900
+800
+9% +$51.1K 0.51% 71
2019
Q3 		$564K Sell
9,100
-260
-3% -$17.7K 0.54% 71
2019
Q2 		$679K Buy
9,360
+3,000
+47% +$210K 0.65% 56
2019
Q1 		$476K Buy
6,360
+200
+3% +$14.5K 0.49% 76
2018
Q4 		$346K Buy
+6,160
New +$435K 0.43% 84

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

Legacy Bridge's XYZ Position: Q2 2025 in Review

Legacy Bridge sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 30 shares — an estimated $1.63K sold.

Legacy Bridge first reported a position in XYZ in Q4 2018 and held it in 17 quarters. The position peaked at $1.25M in Q4 2020. 987 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • Legacy Bridge reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
  • Legacy Bridge sold 30 Block Inc shares in Q2 2025, an estimated $1.63K.
  • Legacy Bridge first reported a position in Block Inc in Q4 2018 and held it in 17 quarters.
  • Legacy Bridge's Block Inc position peaked at $1.25M in Q4 2020.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on Legacy Bridge's 13F filing for Q2 2025, filed 6 Aug 2025.