PFS
XYZ

Prospect Financial Services’s Block Inc XYZ Stock Holding History

Prospect Financial Services’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
Q1 		– Sell
-2,483
Closed -$211K – 125
2024
Q4 		$211K Buy
+2,483
New +$204K 0.12% 106
2024
Q2 		– Sell
-2,488
Closed -$210K – 80
2024
Q1 		$210K Buy
+2,488
New +$180K 0.17% 68

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Prospect Financial Services's XYZ Position: Q1 2025 in Review

Prospect Financial Services sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 2,483 shares — an estimated $211K sold.

Prospect Financial Services first reported a position in XYZ in Q1 2024 and held it in 2 quarters. The position peaked at $211K in Q4 2024. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Prospect Financial Services reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • Prospect Financial Services sold 2,483 Block Inc shares in Q1 2025, an estimated $211K.
  • Prospect Financial Services first reported a position in Block Inc in Q1 2024 and held it in 2 quarters.
  • Prospect Financial Services's Block Inc position peaked at $211K in Q4 2024.
  • 1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Prospect Financial Services's 13F filing for Q1 2025, filed 11 Apr 2025.