PCIA
XYZ

Prime Capital Investment Advisors’s Block Inc XYZ Stock Holding History

Prime Capital Investment Advisors’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
-6,951
Closed -$502K – 1115
2025
Q3 		$502K Buy
6,951
+149
+2% +$11.2K 0.01% 635
2025
Q2 		$462K Sell
6,802
-4,016
-37% -$234K 0.01% 636
2025
Q1 		$588K Buy
10,818
+6,735
+165% +$503K 0.01% 629
2024
Q4 		$347K Sell
4,083
-494
-11% -$40.5K 0.01% 671
2024
Q3 		$307K Sell
4,577
-224
-5% -$14.5K ﹤0.01% 723
2024
Q2 		$310K Sell
4,801
-4,345
-48% -$304K ﹤0.01% 713
2024
Q1 		$774K Sell
9,146
-149
-2% -$10.8K 0.01% 513
2023
Q4 		$719K Sell
9,295
-1,112
-11% -$62.9K 0.01% 492
2023
Q3 		$461K Sell
10,407
-40,389
-80% -$2.5M 0.01% 483
2023
Q2 		$3.38M Buy
50,796
+26,330
+108% +$1.65M 0.07% 207
2023
Q1 		$1.68M Sell
24,466
-22,824
-48% -$1.71M 0.07% 182
2022
Q4 		$2.97M Buy
47,290
+30,291
+178% +$1.87M 0.11% 137
2022
Q3 		$935K Buy
+16,999
New +$1.2M 0.05% 177
2022
Q2 		– Sell
-19,423
Closed -$3.14M – 440
2022
Q1 		$3.14M Hold
19,423
– – 0.17% 102
2021
Q4 		$3.14M Sell
19,423
-1,912
-9% -$414K 0.17% 107
2021
Q3 		$5.12M Buy
21,335
+17,992
+538% +$4.62M 0.32% 57
2021
Q2 		$815K Buy
3,343
+1,769
+112% +$410K 0.05% 202
2021
Q1 		$357K Sell
1,574
-1,200
-43% -$281K 0.03% 214
2020
Q4 		$604K Sell
2,774
-10,798
-80% -$2.11M 0.05% 165
2020
Q3 		$2.21M Sell
13,572
-1,008
-7% -$142K 0.19% 100
2020
Q2 		$1.53M Buy
14,580
+4,995
+52% +$382K 0.14% 120
2020
Q1 		$502K Buy
9,585
+6,949
+264% +$475K 0.06% 152
2019
Q4 		$165K Buy
2,636
+900
+52% +$57.5K 0.02% 205
2019
Q3 		$108K Sell
1,736
-62,523
-97% -$4.25M 0.02% 240
2019
Q2 		$4.66M Sell
64,259
-5,101
-7% -$356K 0.85% 31
2019
Q1 		$5.2M Buy
69,360
+53,600
+340% +$3.88M 1.51% 15
2018
Q4 		$884K Buy
+15,760
New +$1.11M 0.32% 70

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
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Prime Capital Investment Advisors's XYZ Position: Q4 2025 in Review

Prime Capital Investment Advisors sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 6,951 shares — an estimated $502K sold.

Prime Capital Investment Advisors first reported a position in XYZ in Q4 2018 and held it in 27 quarters. The position peaked at $5.2M in Q1 2019. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • Prime Capital Investment Advisors reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 6,951 Block Inc shares in Q4 2025, an estimated $502K.
  • Prime Capital Investment Advisors first reported a position in Block Inc in Q4 2018 and held it in 27 quarters.
  • Prime Capital Investment Advisors's Block Inc position peaked at $5.2M in Q1 2019.
  • 1,027 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.