PF
XYZ

Phoenix Financial’s Block Inc XYZ Stock Holding History

Phoenix 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
Q2 		– Sell
-11,200
Closed -$608K – 459
2025
Q1 		$608K Buy
+11,200
New +$836K 0.01% 249
2024
Q2 		– Sell
-2,413
Closed -$203K – 450
2024
Q1 		$203K Buy
+2,413
New +$175K ﹤0.01% 381
2021
Q1 		– Sell
-2,208
Closed -$486K – 486
2020
Q4 		$486K Sell
2,208
-2,536
-53% -$495K 0.01% 258
2020
Q3 		$738K Sell
4,744
-90
-2% -$12.7K 0.03% 217
2020
Q2 		$473K Buy
+4,834
New +$370K 0.02% 243

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Phoenix Financial's XYZ Position: Q2 2025 in Review

Phoenix Financial sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 11,200 shares — an estimated $608K sold.

Phoenix Financial first reported a position in XYZ in Q2 2020 and held it in 5 quarters. The position peaked at $738K in Q3 2020. 987 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • Phoenix Financial reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
  • Phoenix Financial sold 11,200 Block Inc shares in Q2 2025, an estimated $608K.
  • Phoenix Financial first reported a position in Block Inc in Q2 2020 and held it in 5 quarters.
  • Phoenix Financial's Block Inc position peaked at $738K in Q3 2020.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on Phoenix Financial's 13F filing for Q2 2025, filed 30 Jul 2025.