SIA
XYZ

SeaBridge Investment Advisors’s Block Inc XYZ Stock Holding History

SeaBridge Investment 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
Q2 		– Sell
-38,367
Closed -$2.08M – 212
2025
Q1 		$2.08M Sell
38,367
-27,285
-42% -$2.04M 0.45% 71
2024
Q4 		$5.58M Buy
65,652
+20,662
+46% +$1.7M 1.17% 23
2024
Q3 		$3.02M Sell
44,990
-815
-2% -$52.6K 0.74% 38
2024
Q2 		$2.95M Buy
45,805
+4,237
+10% +$296K 0.77% 39
2024
Q1 		$3.52M Buy
41,568
+32,780
+373% +$2.37M 0.93% 37
2023
Q4 		$680K Sell
8,788
-388
-4% -$21.9K 0.2% 110
2023
Q3 		$406K Buy
9,176
+751
+9% +$46.5K 0.13% 114
2023
Q2 		$561K Buy
8,425
+497
+6% +$31.1K 0.18% 105
2023
Q1 		$544K Sell
7,928
-619
-7% -$46.3K 0.19% 107
2022
Q4 		$537K Sell
8,547
-648
-7% -$40K 0.19% 109
2022
Q3 		$506K Sell
9,195
-84
-0.9% -$5.95K 0.18% 110
2022
Q2 		$570K Buy
9,279
+986
+12% +$90.1K 0.18% 107
2022
Q1 		$1.13M Buy
+8,293
New +$1M 0.34% 90

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

SeaBridge Investment Advisors's XYZ Position: Q2 2025 in Review

SeaBridge Investment Advisors sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 38,367 shares — an estimated $2.08M sold.

SeaBridge Investment Advisors first reported a position in XYZ in Q1 2022 and held it in 13 quarters. The position peaked at $5.58M in Q4 2024. 987 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • SeaBridge Investment Advisors reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
  • SeaBridge Investment Advisors sold 38,367 Block Inc shares in Q2 2025, an estimated $2.08M.
  • SeaBridge Investment Advisors first reported a position in Block Inc in Q1 2022 and held it in 13 quarters.
  • SeaBridge Investment Advisors's Block Inc position peaked at $5.58M in Q4 2024.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on SeaBridge Investment Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.