MFG
XYZ icon

Magnus Financial Group’s Block Inc XYZ Stock Holding History

Magnus Financial Group’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
-2,558
Closed -$217K – 393
2024
Q4 		$217K Buy
+2,558
New +$210K 0.02% 335
2024
Q2 		– Sell
-2,597
Closed -$220K – 335
2024
Q1 		$220K Sell
2,597
-17
-0.7% -$1.23K 0.03% 298
2023
Q4 		$202K Buy
+2,614
New +$148K 0.03% 280
2023
Q3 		– Sell
-3,099
Closed -$206K – 283
2023
Q2 		$206K Sell
3,099
-986
-24% -$61.6K 0.03% 255
2023
Q1 		$280K Buy
4,085
+13
+0.3% +$973 0.04% 227
2022
Q4 		$256K Buy
4,072
+152
+4% +$9.38K 0.04% 219
2022
Q3 		$216K Buy
+3,920
New +$278K 0.04% 228
2022
Q2 		– Sell
-1,952
Closed -$265K – 306
2022
Q1 		$265K Buy
1,952
+606
+45% +$73.4K 0.04% 238
2021
Q4 		$217K Sell
1,346
-660
-33% -$143K 0.04% 233
2021
Q3 		$481K Buy
2,006
+140
+8% +$36K 0.1% 138
2021
Q2 		$455K Buy
1,866
+339
+22% +$78.6K 0.1% 138
2021
Q1 		$347K Buy
1,527
+206
+16% +$48.2K 0.08% 160
2020
Q4 		$288K Buy
1,321
+5
+0.4% +$975 0.03% 223
2020
Q3 		$214K Buy
+1,316
New +$186K 0.02% 252

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 $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Magnus Financial Group's XYZ Position: Q1 2025 in Review

Magnus Financial Group sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 2,558 shares — an estimated $217K sold.

Magnus Financial Group first reported a position in XYZ in Q3 2020 and held it in 14 quarters. The position peaked at $481K in Q3 2021. 1,016 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Magnus Financial Group reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • Magnus Financial Group sold 2,558 Block Inc shares in Q1 2025, an estimated $217K.
  • Magnus Financial Group first reported a position in Block Inc in Q3 2020 and held it in 14 quarters.
  • Magnus Financial Group's Block Inc position peaked at $481K in Q3 2021.
  • 1,016 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Magnus Financial Group's 13F filing for Q1 2025, filed 11 Apr 2025.