RTC
XYZ

Riverview Trust Company’s Block Inc XYZ Stock Holding History

Riverview Trust Company’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
-329
Closed -$17.9K – 601
2025
Q1 		$17.9K Sell
329
-14
-4% -$1.04K 0.02% 471
2024
Q4 		$29.2K Hold
343
– – 0.03% 319
2024
Q3 		$23K Buy
343
+14
+4% +$904 0.02% 404
2024
Q2 		$21.2K Hold
329
– – 0.02% 407
2024
Q1 		$27.8K Buy
+329
New +$23.8K 0.02% 359
2023
Q2 		– Sell
-332
Closed -$22.8K – 768
2023
Q1 		$22.8K Buy
332
+144
+77% +$10.8K 0.02% 322
2022
Q4 		$12K Sell
188
-257
-58% -$15.9K 0.01% 647
2022
Q3 		$24K Buy
445
+70
+19% +$4.96K 0.02% 332
2022
Q2 		$23K Buy
+375
New +$34.3K 0.02% 358

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Riverview Trust Company's XYZ Position: Q2 2025 in Review

Riverview Trust Company sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 329 shares — an estimated $17.9K sold.

Riverview Trust Company first reported a position in XYZ in Q2 2022 and held it in 9 quarters. The position peaked at $29.2K in Q4 2024. 987 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • Riverview Trust Company reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
  • Riverview Trust Company sold 329 Block Inc shares in Q2 2025, an estimated $17.9K.
  • Riverview Trust Company first reported a position in Block Inc in Q2 2022 and held it in 9 quarters.
  • Riverview Trust Company's Block Inc position peaked at $29.2K in Q4 2024.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.