SMC
XYZ

Smith, Moore & Co’s Block Inc XYZ Stock Holding History

Smith, Moore & Co’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 		– Sell
-2,885
Closed -$208K – 561
2025
Q3 		$208K Sell
2,885
-150
-5% -$11.2K 0.02% 496
2025
Q2 		$206K Buy
+3,035
New +$177K 0.02% 487
2025
Q1 		– Sell
-3,235
Closed -$275K – 515
2024
Q4 		$275K Sell
3,235
-85
-3% -$6.97K 0.03% 386
2024
Q3 		$223K Sell
3,320
-45
-1% -$2.91K 0.02% 421
2024
Q2 		$217K Sell
3,365
-30
-0.9% -$2.1K 0.02% 409
2024
Q1 		$287K Sell
3,395
-80
-2% -$5.79K 0.03% 349
2023
Q4 		$269K Buy
+3,475
New +$196K 0.03% 345
2023
Q3 		– Sell
-3,060
Closed -$204K – 405
2023
Q2 		$204K Buy
3,060
+123
+4% +$7.68K 0.03% 374
2023
Q1 		$202K Buy
+2,937
New +$220K 0.03% 367
2022
Q3 		– Sell
-3,704
Closed -$228K – 401
2022
Q2 		$228K Sell
3,704
-260
-7% -$23.8K 0.04% 343
2022
Q1 		$538K Sell
3,964
-500
-11% -$60.5K 0.07% 233
2021
Q4 		$721K Buy
4,464
+20
+0.5% +$4.33K 0.1% 201
2021
Q3 		$1.07M Buy
4,444
+75
+2% +$19.3K 0.16% 124
2021
Q2 		$1.06M Buy
4,369
+130
+3% +$30.2K 0.16% 133
2021
Q1 		$962K Sell
4,239
-115
-3% -$26.9K 0.16% 138
2020
Q4 		$948K Buy
4,354
+545
+14% +$106K 0.18% 109
2020
Q3 		$619K Buy
3,809
+554
+17% +$78.2K 0.13% 164
2020
Q2 		$342K Buy
+3,255
New +$249K 0.08% 220
2020
Q1 		– Sell
-3,455
Closed -$216K – 333
2019
Q4 		$216K Sell
3,455
-30
-0.9% -$1.92K 0.04% 300
2019
Q3 		$216K Sell
3,485
-6
-0.2% -$408 0.05% 292
2019
Q2 		$253K Buy
3,491
+130
+4% +$9.08K 0.06% 274
2019
Q1 		$252K Buy
+3,361
New +$244K 0.06% 268
2018
Q4 		– Sell
-2,831
Closed -$280K – 370
2018
Q3 		$280K Buy
+2,831
New +$218K 0.06% 263

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

Smith, Moore & Co's XYZ Position: Q4 2025 in Review

Smith, Moore & Co sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 2,885 shares — an estimated $208K sold.

Smith, Moore & Co first reported a position in XYZ in Q3 2018 and held it in 23 quarters. The position peaked at $1.07M in Q3 2021. 1,026 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • Smith, Moore & Co reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
  • Smith, Moore & Co sold 2,885 Block Inc shares in Q4 2025, an estimated $208K.
  • Smith, Moore & Co first reported a position in Block Inc in Q3 2018 and held it in 23 quarters.
  • Smith, Moore & Co's Block Inc position peaked at $1.07M in Q3 2021.
  • 1,026 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Smith, Moore & Co's 13F filing for Q4 2025, filed 23 Jan 2026.