OF
XYZ

Optimize Financial’s Block Inc XYZ Stock Holding History

Optimize Financial’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
Q3 		– Sell
-6,266
Closed -$426K – 457
2025
Q2 		$426K Sell
6,266
-44
-0.7% -$2.56K 0.26% 103
2025
Q1 		$343K Buy
6,310
+1,066
+20% +$79.6K 0.25% 144
2024
Q4 		$446K Buy
+5,244
New +$430K 0.33% 86

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

Optimize Financial's XYZ Position: Q3 2025 in Review

Optimize Financial sold out of Block Inc (XYZ) in Q3 2025, closing a stake of 6,266 shares — an estimated $426K sold.

Optimize Financial first reported a position in XYZ in Q4 2024 and held it in 3 quarters. The position peaked at $446K in Q4 2024. 1,031 funds tracked by Wall St. Rank hold XYZ as of Q3 2025.

  • Optimize Financial reported no remaining Block Inc position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 6,266 Block Inc shares in Q3 2025, an estimated $426K.
  • Optimize Financial first reported a position in Block Inc in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's Block Inc position peaked at $446K in Q4 2024.
  • 1,031 funds tracked by Wall St. Rank held Block Inc as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.