RCAG
XYZ

Rehmann Capital Advisory Group’s Block Inc XYZ Stock Holding History

Rehmann Capital Advisory Group’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
-3,331
Closed -$233K – 690
2025
Q3 		$233K Buy
3,331
+82
+3% +$6.14K 0.01% 575
2025
Q2 		$221K Sell
3,249
-1,634
-33% -$95.1K 0.01% 555
2025
Q1 		$265K Buy
+4,883
New +$364K 0.02% 512
2021
Q4 		– Sell
-1,113
Closed -$267K – 592
2021
Q3 		$267K Sell
1,113
-24
-2% -$6.17K 0.03% 462
2021
Q2 		$282K Sell
1,137
-49
-4% -$11.4K 0.03% 446
2021
Q1 		$269K Buy
1,186
+63
+6% +$14.7K 0.03% 432
2020
Q4 		$244K Buy
+1,123
New +$219K 0.03% 425
2019
Q3 		– Sell
-596
Closed -$43.2K – 2176
2019
Q2 		$43.2K Buy
596
+8
+1% +$559 0.01% 891
2019
Q1 		$44.1K Hold
588
– – 0.01% 856
2018
Q4 		$33K Buy
588
+243
+70% +$17.2K ﹤0.01% 724
2018
Q3 		$34.2K Sell
345
-1,972
-85% -$152K ﹤0.01% 939
2018
Q2 		$143K Buy
2,317
+2,008
+650% +$110K 0.02% 461
2018
Q1 		$15K Buy
+309
New +$14.2K ﹤0.01% 1180

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

Rehmann Capital Advisory Group's XYZ Position: Q4 2025 in Review

Rehmann Capital Advisory Group sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 3,331 shares — an estimated $233K sold.

Rehmann Capital Advisory Group first reported a position in XYZ in Q1 2018 and held it in 13 quarters. The position peaked at $282K in Q2 2021. 1,026 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • Rehmann Capital Advisory Group reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 3,331 Block Inc shares in Q4 2025, an estimated $233K.
  • Rehmann Capital Advisory Group first reported a position in Block Inc in Q1 2018 and held it in 13 quarters.
  • Rehmann Capital Advisory Group's Block Inc position peaked at $282K in Q2 2021.
  • 1,026 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Rehmann Capital Advisory Group's 13F filing for Q4 2025, filed 4 Mar 2026.