PrairieView Partners’s Block Inc XYZ Stock Holding History

PrairieView Partners’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	$0	Sell	2 -100	-98%	-$5.82K	﹤0.01%	402
2025 Q1	$5K	Hold	102	–	–	﹤0.01%	307
2024 Q4	$8K	Hold	102	–	–	﹤0.01%	301
2024 Q3	$6K	Hold	102	–	–	﹤0.01%	305
2024 Q2	$6K	Hold	102	–	–	﹤0.01%	318
2024 Q1	$9K	Hold	102	–	–	﹤0.01%	292
2023 Q4	$8K	Hold	102	–	–	﹤0.01%	289
2023 Q3	$4K	Hold	102	–	–	﹤0.01%	327
2023 Q2	$6K	Hold	102	–	–	﹤0.01%	359
2023 Q1	$7K	Hold	102	–	–	﹤0.01%	333
2022 Q4	$6K	Hold	102	–	–	﹤0.01%	359
2022 Q3	$6K	Hold	102	–	–	﹤0.01%	348
2022 Q2	$6K	Hold	102	–	–	﹤0.01%	363
2022 Q1	$14K	Sell	102 -100	-50%	-$12.1K	﹤0.01%	301
2021 Q4	$33K	Hold	202	–	–	﹤0.01%	255
2021 Q3	$48K	Hold	202	–	–	0.01%	170
2021 Q2	$49K	Sell	202 -50	-20%	-$11.6K	0.01%	167
2021 Q1	$57K	Hold	252	–	–	0.01%	158
2020 Q4	$55K	Buy	252 +2	+0.8%	+$390	0.01%	147
2020 Q3	$41K	Hold	250	–	–	0.01%	158
2020 Q2	$26K	Hold	250	–	–	0.01%	175
2020 Q1	$13K	Buy	+250	New	+$17.1K	﹤0.01%	208

Other funds holding XYZ

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PrairieView Partners's XYZ Position: Q2 2025 in Review

PrairieView Partners reduced its Block Inc (XYZ) stake by 98% in Q2 2025, selling an estimated $5.82K and leaving 2 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #402.

PrairieView Partners first reported a position in XYZ in Q1 2020 and has held it in 22 quarters since. The position peaked at $57K in Q1 2021. 987 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

PrairieView Partners held 2 shares of Block Inc worth $0 as of Q2 2025.
PrairieView Partners sold 100 Block Inc shares in Q2 2025, an estimated $5.82K.
Block Inc made up ﹤0.01% of PrairieView Partners's portfolio in Q2 2025, its #402 holding.
PrairieView Partners first reported a position in Block Inc in Q1 2020 and has held it in 22 quarters since.
PrairieView Partners's Block Inc position peaked at $57K in Q1 2021.
987 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.