RBA
XYZ

Richard Bernstein Advisors’s Block Inc XYZ Stock Holding History

Richard Bernstein 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
Q4 		– Sell
-18,979
Closed -$1.37M – 206
2025
Q3 		$1.37M Sell
18,979
-25,345
-57% -$1.9M 0.04% 145
2025
Q2 		$3.01M Hold
44,324
– – 0.07% 140
2025
Q1 		$2.41M Buy
+44,324
New +$3.31M 0.06% 181

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

Richard Bernstein Advisors's XYZ Position: Q4 2025 in Review

Richard Bernstein Advisors sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 18,979 shares — an estimated $1.37M sold.

Richard Bernstein Advisors first reported a position in XYZ in Q1 2025 and held it in 3 quarters. The position peaked at $3.01M in Q2 2025. 1,026 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • Richard Bernstein Advisors reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
  • Richard Bernstein Advisors sold 18,979 Block Inc shares in Q4 2025, an estimated $1.37M.
  • Richard Bernstein Advisors first reported a position in Block Inc in Q1 2025 and held it in 3 quarters.
  • Richard Bernstein Advisors's Block Inc position peaked at $3.01M in Q2 2025.
  • 1,026 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Richard Bernstein Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.