RF&L Wealth Management’s Block Inc XYZ Stock Holding History

RF&L Wealth Management’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	-4,000	Closed	-$217K	–	60
2025 Q1	$217K	Hold	4,000	–	–	0.16%	56
2024 Q4	$340K	Sell	4,000 -3,275	-45%	-$269K	0.24%	49
2024 Q3	$488K	Hold	7,275	–	–	0.35%	43
2024 Q2	$469K	Hold	7,275	–	–	0.36%	40
2024 Q1	$615K	Hold	7,275	–	–	0.47%	37
2023 Q4	$563K	Hold	7,275	–	–	0.47%	37
2023 Q3	$322K	Hold	7,275	–	–	0.3%	42
2023 Q2	$484K	Hold	7,275	–	–	0.44%	39
2023 Q1	$499K	Hold	7,275	–	–	0.48%	37
2022 Q4	$457K	Buy	+7,275	New	+$449K	0.47%	38

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

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

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

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RF&L Wealth Management's XYZ Position: Q2 2025 in Review

RF&L Wealth Management sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 4,000 shares — an estimated $217K sold.

RF&L Wealth Management first reported a position in XYZ in Q4 2022 and held it in 10 quarters. The position peaked at $615K in Q1 2024. 987 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

RF&L Wealth Management reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
RF&L Wealth Management sold 4,000 Block Inc shares in Q2 2025, an estimated $217K.
RF&L Wealth Management first reported a position in Block Inc in Q4 2022 and held it in 10 quarters.
RF&L Wealth Management's Block Inc position peaked at $615K in Q1 2024.
987 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on RF&L Wealth Management's 13F filing for Q2 2025, filed 7 Jul 2025.