LC
XYZ

Lindbrook Capital’s Block Inc XYZ Stock Holding History

Lindbrook Capital’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 		$172K Buy
3,167
+498
+19% +$37.2K 0.02% 460
2024
Q4 		$227K Buy
2,669
+77
+3% +$6.32K 0.02% 364
2024
Q3 		$174K Buy
2,592
+154
+6% +$9.95K 0.02% 423
2024
Q2 		$157K Sell
2,438
-20
-0.8% -$1.4K 0.01% 411
2024
Q1 		$208K Buy
2,458
+164
+7% +$11.9K 0.02% 354
2023
Q4 		$177K Buy
2,294
+775
+51% +$43.8K 0.02% 373
2023
Q3 		$67.2K Sell
1,519
-2,154
-59% -$133K 0.01% 588
2023
Q2 		$245K Sell
3,673
-751
-17% -$46.9K 0.03% 283
2023
Q1 		$304K Sell
4,424
-331
-7% -$24.8K 0.04% 241
2022
Q4 		$299K Buy
4,755
+885
+23% +$54.6K 0.04% 254
2022
Q3 		$213K Sell
3,870
-36
-0.9% -$2.55K 0.04% 263
2022
Q2 		$240K Buy
3,906
+1,008
+35% +$92.1K 0.04% 249
2022
Q1 		$393K Buy
2,898
+1,631
+129% +$197K 0.06% 188
2021
Q4 		$205K Sell
1,267
-26
-2% -$5.63K 0.03% 296
2021
Q3 		$310K Buy
1,293
+26
+2% +$6.68K 0.08% 101
2021
Q2 		$309K Sell
1,267
-112
-8% -$26K 0.07% 120
2021
Q1 		$313K Buy
1,379
+103
+8% +$24.1K 0.07% 117
2020
Q4 		$278K Buy
1,276
+184
+17% +$35.9K 0.07% 115
2020
Q3 		$178K Buy
1,092
+53
+5% +$7.48K 0.05% 135
2020
Q2 		$109K Buy
1,039
+35
+3% +$2.68K 0.03% 188
2020
Q1 		$53K Sell
1,004
-163
-14% -$11.1K 0.02% 312
2019
Q4 		$73K Sell
1,167
-600
-34% -$38.3K 0.03% 327
2019
Q3 		$109K Sell
1,767
-519
-23% -$35.3K 0.04% 222
2019
Q2 		$165K Hold
2,286
– – 0.06% 158
2019
Q1 		$171K Buy
2,286
+386
+20% +$28K 0.07% 145
2018
Q4 		$106K Buy
+1,900
New +$134K 0.05% 192

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Lindbrook Capital's XYZ Position: Q1 2025 in Review

Lindbrook Capital increased its Block Inc (XYZ) stake by 19% in Q1 2025, buying an estimated $37.2K and bringing the position to 3,167 shares worth $172K. The position accounts for 0.02% of the portfolio, ranked #460.

Lindbrook Capital first reported a position in XYZ in Q4 2018 and has held it in 26 quarters since. The position peaked at $393K in Q1 2022. 1,010 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Lindbrook Capital held 3,167 shares of Block Inc worth $172K as of Q1 2025.
  • Lindbrook Capital bought 498 Block Inc shares in Q1 2025, an estimated $37.2K.
  • Block Inc made up 0.02% of Lindbrook Capital's portfolio in Q1 2025, its #460 holding.
  • Lindbrook Capital first reported a position in Block Inc in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Block Inc position peaked at $393K in Q1 2022.
  • 1,010 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.