PA
XYZ

Pinnacle Associates’s Block Inc XYZ Stock Holding History

Pinnacle Associates’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
-3,047
Closed -$220K – 956
2025
Q3 		$220K Buy
3,047
+66
+2% +$4.94K ﹤0.01% 820
2025
Q2 		$202K Buy
+2,981
New +$173K ﹤0.01% 816
2025
Q1 		– Sell
-3,132
Closed -$266K – 870
2024
Q4 		$266K Buy
3,132
+390
+14% +$32K ﹤0.01% 744
2024
Q3 		$212K Buy
+2,742
New +$177K ﹤0.01% 757
2024
Q2 		– Sell
-3,134
Closed -$265K – 853
2024
Q1 		$265K Buy
3,134
+392
+14% +$28.4K ﹤0.01% 725
2023
Q4 		$212K Buy
+2,742
New +$155K ﹤0.01% 769
2023
Q1 		– Sell
-3,464
Closed -$218K – 796
2022
Q4 		$218K Sell
3,464
-1,107
-24% -$68.3K ﹤0.01% 690
2022
Q3 		$251K Sell
4,571
-12,600
-73% -$892K 0.01% 644
2022
Q2 		$1.05M Sell
17,171
-706
-4% -$64.5K 0.02% 400
2022
Q1 		$2.42M Buy
17,877
+2,065
+13% +$250K 0.04% 310
2021
Q4 		$2.55M Buy
15,812
+117
+0.7% +$25.4K 0.04% 311
2021
Q3 		$3.76M Buy
15,695
+12,660
+417% +$3.25M 0.07% 252
2021
Q2 		$740K Buy
3,035
+249
+9% +$57.8K 0.01% 489
2021
Q1 		$632K Buy
2,786
+1,815
+187% +$425K 0.01% 497
2020
Q4 		$211K Buy
+971
New +$189K ﹤0.01% 665
2020
Q3 		– Sell
-2,221
Closed -$233K – 700
2020
Q2 		$233K Buy
+2,221
New +$170K 0.01% 602
2020
Q1 		– Sell
-5,104
Closed -$319K – 739
2019
Q4 		$319K Buy
5,104
+268
+6% +$17.1K 0.01% 603
2019
Q3 		$300K Buy
4,836
+1,315
+37% +$89.3K 0.01% 602
2019
Q2 		$255K Buy
+3,521
New +$246K 0.01% 622

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $79.8B AUM 16.05% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Pinnacle Associates's XYZ Position: Q4 2025 in Review

Pinnacle Associates sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 3,047 shares — an estimated $220K sold.

Pinnacle Associates first reported a position in XYZ in Q2 2019 and held it in 19 quarters. The position peaked at $3.76M in Q3 2021. 1,029 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • Pinnacle Associates reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
  • Pinnacle Associates sold 3,047 Block Inc shares in Q4 2025, an estimated $220K.
  • Pinnacle Associates first reported a position in Block Inc in Q2 2019 and held it in 19 quarters.
  • Pinnacle Associates's Block Inc position peaked at $3.76M in Q3 2021.
  • 1,029 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Pinnacle Associates's 13F filing for Q4 2025, filed 5 Feb 2026.