SteelPeak Wealth’s Block Inc XYZ Stock Holding History

SteelPeak Wealth’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
2020 Q2	–	Sell	-400	Closed	-$21K	–	323
2020 Q1	$21K	Buy	+400	New	+$27.4K	﹤0.01%	242

Other funds holding XYZ

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

SteelPeak Wealth's XYZ Position: Q4 2025 in Review

SteelPeak Wealth sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 5,560 shares — an estimated $402K sold.

SteelPeak Wealth first reported a position in XYZ in Q4 2019 and held it in 24 quarters. The position peaked at $10.5M in Q2 2021. 1,031 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

SteelPeak Wealth reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
SteelPeak Wealth sold 5,560 Block Inc shares in Q4 2025, an estimated $402K.
SteelPeak Wealth first reported a position in Block Inc in Q4 2019 and held it in 24 quarters.
SteelPeak Wealth's Block Inc position peaked at $10.5M in Q2 2021.
1,031 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on SteelPeak Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.