SWA
XYZ

SOA Wealth Advisors’s Block Inc XYZ Stock Holding History

SOA Wealth 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
Q3 		– Sell
-31
Closed -$2.11K – 936
2025
Q2 		$2.11K Hold
31
– – ﹤0.01% 711
2025
Q1 		$1.68K Sell
31
-148
-83% -$11K ﹤0.01% 714
2024
Q4 		$15.2K Buy
179
+174
+3,480% +$14.3K ﹤0.01% 495
2024
Q3 		$336 Hold
5
– – ﹤0.01% 769
2024
Q2 		$322 Sell
5
-88
-95% -$6.16K ﹤0.01% 783
2024
Q1 		$7.87K Hold
93
– – ﹤0.01% 568
2023
Q4 		$7.19K Hold
93
– – ﹤0.01% 565
2023
Q3 		$4.12K Sell
93
-3,954
-98% -$245K ﹤0.01% 644
2023
Q2 		$269K Sell
4,047
-6,018
-60% -$376K 0.06% 139
2023
Q1 		$691K Sell
10,065
-571
-5% -$42.7K 0.17% 68
2022
Q4 		$668K Sell
10,636
-1,156
-10% -$71.3K 0.18% 68
2022
Q3 		$648K Sell
11,792
-13
-0.1% -$920 0.2% 70
2022
Q2 		$725K Buy
11,805
+451
+4% +$41.2K 0.21% 69
2022
Q1 		$1.54M Buy
11,354
+11,076
+3,984% +$1.34M 0.38% 57
2021
Q4 		$45K Sell
278
-340
-55% -$73.7K 0.01% 312
2021
Q3 		$148K Buy
618
+180
+41% +$46.2K 0.04% 186
2021
Q2 		$106K Buy
438
+261
+147% +$60.5K 0.03% 206
2021
Q1 		$40K Hold
177
– – 0.01% 297
2020
Q4 		$45K Buy
+177
New +$34.5K 0.01% 277

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
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
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

SOA Wealth Advisors's XYZ Position: Q3 2025 in Review

SOA Wealth Advisors sold out of Block Inc (XYZ) in Q3 2025, closing a stake of 31 shares — an estimated $2.11K sold.

SOA Wealth Advisors first reported a position in XYZ in Q4 2020 and held it in 19 quarters. The position peaked at $1.54M in Q1 2022. 1,031 funds tracked by Wall St. Rank hold XYZ as of Q3 2025.

  • SOA Wealth Advisors reported no remaining Block Inc position as of Q3 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 31 Block Inc shares in Q3 2025, an estimated $2.11K.
  • SOA Wealth Advisors first reported a position in Block Inc in Q4 2020 and held it in 19 quarters.
  • SOA Wealth Advisors's Block Inc position peaked at $1.54M in Q1 2022.
  • 1,031 funds tracked by Wall St. Rank held Block Inc as of Q3 2025.

Based on SOA Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.