Prana Capital Management’s Block Inc XYZ Stock Holding History

Prana Capital Management’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
2026 Q1	–	Sell	-35,559	Closed	-$2.31M	–	166
2025 Q4	$2.31M	Buy	35,559 +18,877	+113%	+$1.3M	0.08%	80
2025 Q3	$1.21M	Sell	16,682 -136,947	-89%	-$10.3M	0.04%	89
2025 Q2	$10.4M	Sell	153,629 -43,528	-22%	-$2.53M	0.38%	54
2025 Q1	$10.7M	Buy	197,157 +149,584	+314%	+$11.2M	0.44%	50
2024 Q4	$4.04M	Sell	47,573 -25,342	-35%	-$2.08M	0.19%	69
2024 Q3	$4.89M	Buy	72,915 +43,887	+151%	+$2.83M	0.22%	63
2024 Q2	$1.87M	Buy	29,028 +4,895	+20%	+$342K	0.09%	81
2024 Q1	$2.04M	Buy	+24,133	New	+$1.75M	0.09%	73
2023 Q4	–	Sell	-53,495	Closed	-$2.37M	–	112
2023 Q3	$2.37M	Buy	+53,495	New	+$3.31M	0.15%	72
2023 Q1	–	Sell	-33,874	Closed	-$2.13M	–	116
2022 Q4	$2.13M	Buy	+33,874	New	+$2.09M	0.16%	65
2022 Q2	–	Sell	-11,942	Closed	-$1.62M	–	114
2022 Q1	$1.62M	Buy	11,942 +7,358	+161%	+$891K	0.13%	58
2021 Q4	$740K	Buy	+4,584	New	+$993K	0.06%	73
2021 Q3	–	Sell	-43,128	Closed	-$10.5M	–	89
2021 Q2	$10.5M	Buy	+43,128	New	+$10M	0.72%	44

Other funds holding XYZ

T. Rowe Price Associates

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return