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
2023
Q2 		– Sell
-1,000
Closed -$68.7K – 398
2023
Q1 		$68.7K Buy
+1,000
New +$74.9K 0.01% 345

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $110B AUM 4.8% 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. 1,026 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.
  • 1,026 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.