RA
XYZ

Rise Advisors’s Block Inc XYZ Stock Holding History

Rise 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
-19
Closed -$1.37K – 1513
2025
Q3 		$1.37K Buy
+19
New +$1.42K ﹤0.01% 1231
2025
Q2 		– Sell
-16
Closed -$869 – 1654
2025
Q1 		$869 Buy
+16
New +$1.19K ﹤0.01% 1305
2024
Q4 		– Sell
-55
Closed -$3.69K – 1235
2024
Q3 		$3.69K Sell
55
-24
-30% -$1.55K ﹤0.01% 1097
2024
Q2 		$5.09K Sell
79
-30
-28% -$2.1K ﹤0.01% 1076
2024
Q1 		$9.22K Hold
109
– – ﹤0.01% 1055
2023
Q4 		$8.43K Hold
109
– – 0.01% 337
2023
Q3 		$4.82K Sell
109
-24
-18% -$1.49K ﹤0.01% 380
2023
Q2 		$8.85K Hold
133
– – 0.01% 355
2023
Q1 		$9.13K Sell
133
-26,891
-100% -$2.01M 0.01% 376
2022
Q4 		$1.7M Sell
27,024
-320
-1% -$19.7K 1.36% 14
2022
Q3 		$1.5M Buy
27,344
+11,252
+70% +$797K 1.25% 15
2022
Q2 		$989K Buy
16,092
+681
+4% +$62.2K 1% 19
2022
Q1 		$2.09M Buy
15,411
+4,461
+41% +$540K 1.88% 15
2021
Q4 		$1.77M Buy
+10,950
New +$2.37M 1.68% 16

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

Rise Advisors's XYZ Position: Q4 2025 in Review

Rise Advisors sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 19 shares — an estimated $1.37K sold.

Rise Advisors first reported a position in XYZ in Q4 2021 and held it in 14 quarters. The position peaked at $2.09M in Q1 2022. 1,026 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • Rise Advisors reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 19 Block Inc shares in Q4 2025, an estimated $1.37K.
  • Rise Advisors first reported a position in Block Inc in Q4 2021 and held it in 14 quarters.
  • Rise Advisors's Block Inc position peaked at $2.09M in Q1 2022.
  • 1,026 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.