PIA
XYZ

Perennial Investment Advisors’s Block Inc XYZ Stock Holding History

Perennial Investment Advisors’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
Q4 		– Sell
-2,898
Closed -$209K – 537
2025
Q3 		$209K Sell
2,898
-271
-9% -$20.3K 0.02% 459
2025
Q2 		$215K Buy
+3,169
New +$184K 0.02% 435
2025
Q1 		– Sell
-2,676
Closed -$227K – 471
2024
Q4 		$227K Sell
2,676
-336
-11% -$27.6K 0.03% 359
2024
Q3 		$202K Sell
3,012
-160
-5% -$10.3K 0.03% 368
2024
Q2 		$205K Sell
3,172
-100
-3% -$7K 0.03% 342
2024
Q1 		$277K Sell
3,272
-27
-0.8% -$1.95K 0.04% 270
2023
Q4 		$255K Buy
+3,299
New +$187K 0.04% 276
2023
Q3 		– Sell
-4,705
Closed -$313K – 380
2023
Q2 		$313K Sell
4,705
-170
-3% -$10.6K 0.06% 244
2023
Q1 		$335K Sell
4,875
-160
-3% -$12K 0.06% 223
2022
Q4 		$316K Sell
5,035
-153
-3% -$9.44K 0.13% 144
2022
Q3 		$285K Sell
5,188
-1,728
-25% -$122K 0.13% 138
2022
Q2 		$425K Sell
6,916
-344
-5% -$31.4K 0.17% 117
2022
Q1 		$991K Buy
7,260
+111
+2% +$13.4K 0.31% 63
2021
Q4 		$1.15M Sell
7,149
-191
-3% -$41.4K 0.36% 60
2021
Q3 		$1.76M Buy
7,340
+153
+2% +$39.3K 0.62% 30
2021
Q2 		$1.75M Sell
7,187
-150
-2% -$34.8K 0.64% 31
2021
Q1 		$1.67M Sell
7,337
-112
-2% -$26.2K 0.66% 30
2020
Q4 		$1.62M Buy
7,449
+55
+0.7% +$10.7K 0.69% 30
2020
Q3 		$1.2M Buy
7,394
+257
+4% +$36.3K 0.6% 33
2020
Q2 		$749K Sell
7,137
-513
-7% -$39.3K 0.51% 43
2020
Q1 		$400K Buy
7,650
+60
+0.8% +$4.1K 0.36% 60
2019
Q4 		$475K Buy
+7,590
New +$485K 0.37% 66

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
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Perennial Investment Advisors's XYZ Position: Q4 2025 in Review

Perennial Investment Advisors sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 2,898 shares — an estimated $209K sold.

Perennial Investment Advisors first reported a position in XYZ in Q4 2019 and held it in 22 quarters. The position peaked at $1.76M in Q3 2021. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • Perennial Investment Advisors reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
  • Perennial Investment Advisors sold 2,898 Block Inc shares in Q4 2025, an estimated $209K.
  • Perennial Investment Advisors first reported a position in Block Inc in Q4 2019 and held it in 22 quarters.
  • Perennial Investment Advisors's Block Inc position peaked at $1.76M in Q3 2021.
  • 1,027 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Perennial Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.