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
2020 Q1	–	Sell	-3,500	Closed	-$219K	–	738
2019 Q4	$219K	Buy	+3,500	New	+$224K	﹤0.01%	657

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

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.