PA
XYZ

Procyon Advisors’s Block Inc XYZ Stock Holding History

Procyon 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
Q2 		– Sell
-28,577
Closed -$1.55M – 621
2025
Q1 		$1.55M Buy
28,577
+2,272
+9% +$170K 0.09% 207
2024
Q4 		$2.24M Buy
26,305
+1,183
+5% +$97K 0.14% 147
2024
Q3 		$1.69M Buy
25,122
+3,159
+14% +$204K 0.12% 182
2024
Q2 		$1.42M Sell
21,963
-355
-2% -$24.8K 0.1% 186
2024
Q1 		$1.89M Buy
22,318
+4,831
+28% +$349K 0.15% 157
2023
Q4 		$1.35M Sell
17,487
-1,680
-9% -$95K 0.11% 181
2023
Q3 		$848K Buy
19,167
+8,147
+74% +$504K 0.09% 213
2023
Q2 		$734K Buy
11,020
+5,868
+114% +$367K 0.09% 205
2023
Q1 		$354K Buy
5,152
+473
+10% +$35.4K 0.06% 283
2022
Q4 		$294K Sell
4,679
-200
-4% -$12.3K 0.05% 296
2022
Q3 		$268K Sell
4,879
-486
-9% -$34.4K 0.07% 258
2022
Q2 		$330K Sell
5,365
-33
-0.6% -$3.02K 0.07% 240
2022
Q1 		$732K Buy
5,398
+2,957
+121% +$358K 0.15% 139
2021
Q4 		$394K Sell
2,441
-129
-5% -$28K 0.08% 213
2021
Q3 		$616K Buy
2,570
+90
+4% +$23.1K 0.16% 127
2021
Q2 		$605K Sell
2,480
-164
-6% -$38K 0.17% 114
2021
Q1 		$600K Buy
2,644
+294
+13% +$68.8K 0.27% 89
2020
Q4 		$511K Buy
2,350
+157
+7% +$30.6K 0.25% 104
2020
Q3 		$356K Sell
2,193
-17
-0.8% -$2.4K 0.2% 121
2020
Q2 		$232K Buy
2,210
+1,110
+101% +$85K 0.12% 165
2020
Q1 		$58K Buy
1,100
+900
+450% +$61.6K 0.04% 315
2019
Q4 		$13K Buy
+200
New +$12.8K 0.01% 590

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Procyon Advisors's XYZ Position: Q2 2025 in Review

Procyon Advisors sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 28,577 shares — an estimated $1.55M sold.

Procyon Advisors first reported a position in XYZ in Q4 2019 and held it in 22 quarters. The position peaked at $2.24M in Q4 2024. 987 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • Procyon Advisors reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
  • Procyon Advisors sold 28,577 Block Inc shares in Q2 2025, an estimated $1.55M.
  • Procyon Advisors first reported a position in Block Inc in Q4 2019 and held it in 22 quarters.
  • Procyon Advisors's Block Inc position peaked at $2.24M in Q4 2024.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on Procyon Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.