MSAM
XYZ

Moloney Securities Asset Management’s Block Inc XYZ Stock Holding History

Moloney Securities Asset Management’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
2021
Q1 		– Sell
-10,000
Closed -$2.18M – 443
2020
Q4 		$2.18M Buy
+10,000
New +$1.95M 0.48% 62

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Moloney Securities Asset Management's XYZ Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its Block Inc (XYZ) stake by 9.8% in Q3 2025, selling an estimated $437K and leaving 53,966 shares worth $3.9M. The position accounts for 0.46% of the portfolio, ranked #51.

Moloney Securities Asset Management first reported a position in XYZ in Q4 2016 and has held it in 36 quarters since. The position peaked at $6.31M in Q1 2022. 1,032 funds tracked by Wall St. Rank hold XYZ as of Q3 2025.

  • Moloney Securities Asset Management held 53,966 shares of Block Inc worth $3.9M as of Q3 2025.
  • Moloney Securities Asset Management sold 5,837 Block Inc shares in Q3 2025, an estimated $437K.
  • Block Inc made up 0.46% of Moloney Securities Asset Management's portfolio in Q3 2025, its #51 holding.
  • Moloney Securities Asset Management first reported a position in Block Inc in Q4 2016 and has held it in 36 quarters since.
  • Moloney Securities Asset Management's Block Inc position peaked at $6.31M in Q1 2022.
  • 1,032 funds tracked by Wall St. Rank held Block Inc as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.