SAG
XYZ

SageView Advisory Group’s Block Inc XYZ Stock Holding History

SageView Advisory Group’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 		$27K Buy
+415
New +$28.6K ﹤0.01% 1330
2025
Q1 		– Sell
-3,053
Closed -$259K – 626
2024
Q4 		$259K Buy
+3,053
New +$250K 0.01% 499

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

SageView Advisory Group's XYZ Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Block Inc (XYZ) in Q4 2025: 415 shares worth $27K. The stake represents ﹤0.01% of the portfolio and ranks #1330 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in XYZ as recently as Q4 2024.

SageView Advisory Group first reported a position in XYZ in Q4 2024 and has held it in 2 quarters since. The position peaked at $259K in Q4 2024. 1,026 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • SageView Advisory Group held 415 shares of Block Inc worth $27K as of Q4 2025.
  • Block Inc was a new SageView Advisory Group position in Q4 2025.
  • Block Inc made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1330 holding.
  • SageView Advisory Group first reported a position in Block Inc in Q4 2024 and has held it in 2 quarters since.
  • SageView Advisory Group's Block Inc position peaked at $259K in Q4 2024.
  • 1,026 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.