PWA
XYZ

Principia Wealth Advisory’s Block Inc XYZ Stock Holding History

Principia Wealth Advisory’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 		$2.02K Buy
31
+5
+19% +$345 ﹤0.01% 465
2025
Q3 		$1.88K Buy
26
+3
+13% +$225 ﹤0.01% 448
2025
Q2 		$1.56K Buy
23
+19
+475% +$1.1K ﹤0.01% 443
2025
Q1 		$224 Sell
4
-8
-67% -$597 ﹤0.01% 766
2024
Q4 		$1.02K Buy
+12
New +$984 ﹤0.01% 362

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

Principia Wealth Advisory's XYZ Position: Q4 2025 in Review

Principia Wealth Advisory increased its Block Inc (XYZ) stake by 19% in Q4 2025, buying an estimated $345 and bringing the position to 31 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Principia Wealth Advisory first reported a position in XYZ in Q4 2024 and has held it in 5 quarters since. 1,026 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • Principia Wealth Advisory held 31 shares of Block Inc worth $2.02K as of Q4 2025.
  • Principia Wealth Advisory bought 5 Block Inc shares in Q4 2025, an estimated $345.
  • Block Inc made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #465 holding.
  • Principia Wealth Advisory first reported a position in Block Inc in Q4 2024 and has held it in 5 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.