LFA
XYZ

Legend Financial Advisors’s Block Inc XYZ Stock Holding History

Legend Financial 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
-1
Closed -$85 – 269
2024
Q4 		$85 Buy
+1
New +$82 ﹤0.01% 251
2024
Q3 		– Sell
-1
Closed -$64 – 292
2024
Q2 		$64 Buy
+1
New +$70 ﹤0.01% 282

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

Legend Financial Advisors's XYZ Position: Q1 2025 in Review

Legend Financial Advisors sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 1 share — an estimated $85 sold.

Legend Financial Advisors first reported a position in XYZ in Q2 2024 and held it in 2 quarters. The position peaked at $85 in Q4 2024. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Legend Financial Advisors reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 1 Block Inc share in Q1 2025, an estimated $85.
  • Legend Financial Advisors first reported a position in Block Inc in Q2 2024 and held it in 2 quarters.
  • Legend Financial Advisors's Block Inc position peaked at $85 in Q4 2024.
  • 1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.