PA
XYZ

PSI Advisors’s Block Inc XYZ Stock Holding History

PSI 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
-544
Closed -$29.6K – 736
2025
Q1 		$29.6K Buy
544
+66
+14% +$4.93K 0.01% 318
2024
Q4 		$40.6K Buy
478
+17
+4% +$1.4K 0.01% 306
2024
Q3 		$30.9K Hold
461
– – 0.01% 342
2024
Q2 		$29.7K Sell
461
-30
-6% -$2.1K 0.01% 337
2024
Q1 		$41.5K Hold
491
– – 0.02% 284
2023
Q4 		$38K Sell
491
-100
-17% -$5.65K 0.01% 304
2023
Q3 		$26.2K Hold
591
– – 0.01% 343
2023
Q2 		$39.3K Sell
591
-100
-14% -$6.25K 0.02% 275
2023
Q1 		$47.4K Hold
691
– – 0.02% 227
2022
Q4 		$43.4K Sell
691
-100
-13% -$6.17K 0.02% 234
2022
Q3 		$44K Sell
791
-543
-41% -$38.4K 0.02% 245
2022
Q2 		$82K Buy
1,334
+200
+18% +$18.3K 0.04% 190
2022
Q1 		$153K Buy
1,134
+130
+13% +$15.7K 0.06% 157
2021
Q4 		$162K Buy
1,004
+904
+904% +$196K 0.07% 161
2021
Q3 		$24K Buy
+100
New +$25.7K 0.01% 361
2020
Q1 		– Sell
-220
Closed -$13K – 631
2019
Q4 		$13K Buy
+220
New +$14.1K 0.01% 437

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PSI Advisors's XYZ Position: Q2 2025 in Review

PSI Advisors sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 544 shares — an estimated $29.6K sold.

PSI Advisors first reported a position in XYZ in Q4 2019 and held it in 16 quarters. The position peaked at $162K in Q4 2021. 989 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • PSI Advisors reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 544 Block Inc shares in Q2 2025, an estimated $29.6K.
  • PSI Advisors first reported a position in Block Inc in Q4 2019 and held it in 16 quarters.
  • PSI Advisors's Block Inc position peaked at $162K in Q4 2021.
  • 989 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.