Silicon Valley Community Foundation’s Block Inc XYZ Stock Holding History

Silicon Valley Community Foundation’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	$19.9M	Hold	292,868	–	–	1.12%	3
2025 Q1	$15.9M	Sell	292,868 -771,567	-72%	-$57.6M	0.92%	3
2024 Q4	$90.5M	Hold	1,064,435	–	–	4.61%	2
2024 Q3	$71.5M	Hold	1,064,435	–	–	3.01%	5
2024 Q2	$68.6M	Sell	1,064,435 -815,000	-43%	-$57M	3.09%	5
2024 Q1	$159M	Hold	1,879,435	–	–	5.83%	3
2023 Q4	$145M	Hold	1,879,435	–	–	15.04%	2
2023 Q3	$83.2M	Hold	1,879,435	–	–	10.09%	4
2023 Q2	$125M	Hold	1,879,435	–	–	15.04%	2
2023 Q1	$129M	Hold	1,879,435	–	–	18.59%	2
2022 Q4	$118M	Hold	1,879,435	–	–	22.7%	2
2022 Q3	$103M	Hold	1,879,435	–	–	12.81%	2
2022 Q2	$116M	Hold	1,879,435	–	–	8.77%	3
2022 Q1	$255M	Hold	1,879,435	–	–	12.93%	2
2021 Q4	$304M	Sell	1,879,435 -1,250,000	-40%	-$271M	20.06%	1
2021 Q3	$751M	Hold	3,129,435	–	–	48.74%	1
2021 Q2	$763M	Hold	3,129,435	–	–	46.2%	1
2021 Q1	$711M	Hold	3,129,435	–	–	47.06%	1
2020 Q4	$681M	Buy	+3,129,435	New	+$610M	48.24%	1

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Silicon Valley Community Foundation's XYZ Position: Q2 2025 in Review

Silicon Valley Community Foundation held its Block Inc (XYZ) position steady in Q2 2025 at 292,868 shares worth $19.9M. The position accounts for 1.12% of the portfolio, ranked #3.

Silicon Valley Community Foundation first reported a position in XYZ in Q4 2020 and has held it in 19 quarters since. The position peaked at $763M in Q2 2021. 987 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

Silicon Valley Community Foundation held 292,868 shares of Block Inc worth $19.9M as of Q2 2025.
Silicon Valley Community Foundation left its Block Inc share count unchanged in Q2 2025.
Block Inc made up 1.12% of Silicon Valley Community Foundation's portfolio in Q2 2025, its #3 holding.
Silicon Valley Community Foundation first reported a position in Block Inc in Q4 2020 and has held it in 19 quarters since.
Silicon Valley Community Foundation's Block Inc position peaked at $763M in Q2 2021.
987 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on Silicon Valley Community Foundation's 13F filing for Q2 2025, filed 15 Aug 2025.