SWM
XYZ

SilverOak Wealth Management’s Block Inc XYZ Stock Holding History

SilverOak Wealth Management’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
Q3 		– Sell
-3,204
Closed -$218K – 122
2025
Q2 		$218K Buy
+3,204
New +$186K 0.04% 107
2025
Q1 		– Sell
-3,074
Closed -$261K – 104
2024
Q4 		$261K Buy
+3,074
New +$252K 0.06% 81
2024
Q2 		– Sell
-2,750
Closed -$233K – 99
2024
Q1 		$233K Sell
2,750
-39
-1% -$2.82K 0.06% 88
2023
Q4 		$216K Buy
+2,789
New +$158K 0.06% 80

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

SilverOak Wealth Management's XYZ Position: Q3 2025 in Review

SilverOak Wealth Management sold out of Block Inc (XYZ) in Q3 2025, closing a stake of 3,204 shares — an estimated $218K sold.

SilverOak Wealth Management first reported a position in XYZ in Q4 2023 and held it in 4 quarters. The position peaked at $261K in Q4 2024. 1,033 funds tracked by Wall St. Rank hold XYZ as of Q3 2025.

  • SilverOak Wealth Management reported no remaining Block Inc position as of Q3 2025 after selling out during the quarter.
  • SilverOak Wealth Management sold 3,204 Block Inc shares in Q3 2025, an estimated $218K.
  • SilverOak Wealth Management first reported a position in Block Inc in Q4 2023 and held it in 4 quarters.
  • SilverOak Wealth Management's Block Inc position peaked at $261K in Q4 2024.
  • 1,033 funds tracked by Wall St. Rank held Block Inc as of Q3 2025.

Based on SilverOak Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.