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Level Four Advisory Services’s Block Inc XYZ Stock Holding History

Level Four Advisory Services’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
-3,529
Closed -$255K – 878
2025
Q3 		$255K Buy
+3,529
New +$264K 0.01% 704
2022
Q2 		– Sell
-1,747
Closed -$237K – 671
2022
Q1 		$237K Buy
1,747
+423
+32% +$51.2K 0.02% 562
2021
Q4 		$214K Buy
+1,324
New +$287K 0.02% 596
2021
Q3 		– Sell
-5,290
Closed -$1.29M – 668
2021
Q2 		$1.29M Sell
5,290
-1,141
-18% -$265K 0.09% 237
2021
Q1 		$1.46M Buy
6,431
+635
+11% +$149K 0.11% 200
2020
Q4 		$1.26M Sell
5,796
-350
-6% -$68.3K 0.1% 204
2020
Q3 		$999K Sell
6,146
-2,177
-26% -$307K 0.08% 242
2020
Q2 		$872K Sell
8,323
-746
-8% -$57.1K 0.07% 275
2020
Q1 		$475K Sell
9,069
-1,871
-17% -$128K 0.06% 318
2019
Q4 		$683K Sell
10,940
-656
-6% -$41.9K 0.03% 340
2019
Q3 		$718K Buy
11,596
+1,176
+11% +$79.9K 0.07% 257
2019
Q2 		$756K Buy
10,420
+653
+7% +$45.6K 0.08% 246
2019
Q1 		$732K Sell
9,767
-781
-7% -$56.6K 0.08% 241
2018
Q4 		$592K Buy
10,548
+1,431
+16% +$101K 0.07% 259
2018
Q3 		$903K Buy
9,117
+120
+1% +$9.26K 0.1% 214
2018
Q2 		$555K Buy
8,997
+722
+9% +$39.7K 0.04% 364
2018
Q1 		$407K Buy
8,275
+2,158
+35% +$99K 0.03% 388
2017
Q4 		$212K Buy
+6,117
New +$224K 0.02% 508
2017
Q2 		– Sell
-11,813
Closed -$199K – 495
2017
Q1 		$199K Buy
+11,813
New +$185K 0.02% 486

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 $3.38T AUM 44.17% 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

Level Four Advisory Services's XYZ Position: Q4 2025 in Review

Level Four Advisory Services sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 3,529 shares — an estimated $255K sold.

Level Four Advisory Services first reported a position in XYZ in Q1 2017 and held it in 19 quarters. The position peaked at $1.46M in Q1 2021. 1,032 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • Level Four Advisory Services reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
  • Level Four Advisory Services sold 3,529 Block Inc shares in Q4 2025, an estimated $255K.
  • Level Four Advisory Services first reported a position in Block Inc in Q1 2017 and held it in 19 quarters.
  • Level Four Advisory Services's Block Inc position peaked at $1.46M in Q1 2021.
  • 1,032 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Level Four Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.