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Park Square Financial Group’s Xylem XYL Stock Holding History

Park Square Financial Group’s Portfolio XYL Stock Details XYL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-50
Closed -$6.47K – 983
2025
Q2 		$6.47K Hold
50
– – ﹤0.01% 685
2025
Q1 		$5.97K Hold
50
– – ﹤0.01% 713
2024
Q4 		$5.8K Buy
+50
New +$6.32K ﹤0.01% 686

Other funds holding XYL

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
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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Park Square Financial Group's XYL Position: Q3 2025 in Review

Park Square Financial Group sold out of Xylem (XYL) in Q3 2025, closing a stake of 50 shares — an estimated $6.47K sold.

Park Square Financial Group first reported a position in XYL in Q4 2024 and held it in 3 quarters. The position peaked at $6.47K in Q2 2025. 1,085 funds tracked by Wall St. Rank hold XYL as of Q3 2025.

  • Park Square Financial Group reported no remaining Xylem position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 50 Xylem shares in Q3 2025, an estimated $6.47K.
  • Park Square Financial Group first reported a position in Xylem in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Xylem position peaked at $6.47K in Q2 2025.
  • 1,085 funds tracked by Wall St. Rank held Xylem as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.