SB
XYZ

Simmons Bank’s Block Inc XYZ Stock Holding History

Simmons Bank’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
-4,212
Closed -$229K – 340
2025
Q1 		$229K Sell
4,212
-33
-0.8% -$2.46K 0.02% 312
2024
Q4 		$361K Sell
4,245
-87
-2% -$7.14K 0.03% 270
2024
Q3 		$291K Buy
4,332
+206
+5% +$13.3K 0.02% 287
2024
Q2 		$266K Buy
4,126
+178
+5% +$12.5K 0.02% 297
2024
Q1 		$334K Buy
3,948
+648
+20% +$46.9K 0.03% 286
2023
Q4 		$255K Buy
+3,300
New +$187K 0.02% 298

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

Simmons Bank's XYZ Position: Q2 2025 in Review

Simmons Bank sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 4,212 shares — an estimated $229K sold.

Simmons Bank first reported a position in XYZ in Q4 2023 and held it in 6 quarters. The position peaked at $361K in Q4 2024. 987 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • Simmons Bank reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
  • Simmons Bank sold 4,212 Block Inc shares in Q2 2025, an estimated $229K.
  • Simmons Bank first reported a position in Block Inc in Q4 2023 and held it in 6 quarters.
  • Simmons Bank's Block Inc position peaked at $361K in Q4 2024.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on Simmons Bank's 13F filing for Q2 2025, filed 6 Aug 2025.