Retireful LLC’s Block Inc XYZ Stock Holding History

Retireful LLC’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	-9,089	Closed	-$657K	–	145
2025 Q3	$657K	Buy	+9,089	New	+$680K	0.63%	58
2024 Q2	–	Sell	-16,800	Closed	-$1.42M	–	153
2024 Q1	$1.42M	Buy	+16,800	New	+$1.22M	0.59%	60

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Retireful LLC's XYZ Position: Q4 2025 in Review

Retireful LLC sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 9,089 shares — an estimated $657K sold.

Retireful LLC first reported a position in XYZ in Q1 2024 and held it in 2 quarters. The position peaked at $1.42M in Q1 2024. 1,026 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

Retireful LLC reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
Retireful LLC sold 9,089 Block Inc shares in Q4 2025, an estimated $657K.
Retireful LLC first reported a position in Block Inc in Q1 2024 and held it in 2 quarters.
Retireful LLC's Block Inc position peaked at $1.42M in Q1 2024.
1,026 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Retireful LLC's 13F filing for Q4 2025, filed 15 Jan 2026.