SC
XYZ

Stephens Consulting’s Block Inc XYZ Stock Holding History

Stephens Consulting’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 		$261 Hold
4
– – ﹤0.01% 450
2025
Q3 		$290 Sell
4
-22
-85% -$1.65K ﹤0.01% 379
2025
Q2 		$1.77K Buy
+26
New +$1.51K ﹤0.01% 521
2025
Q1 		– Sell
-132
Closed -$11.2K – 1561
2024
Q4 		$11.2K Hold
132
– – ﹤0.01% 337
2024
Q3 		$8.86K Sell
132
-28
-18% -$1.81K ﹤0.01% 348
2024
Q2 		$10.3K Buy
+160
New +$11.2K ﹤0.01% 335
2024
Q1 		– Sell
-250
Closed -$19.3K – 495
2023
Q4 		$19.3K Hold
250
– – 0.01% 250
2023
Q3 		$11.1K Hold
250
– – ﹤0.01% 299
2023
Q2 		$16.6K Sell
250
-400
-62% -$25K 0.01% 260
2023
Q1 		$44.6K Hold
650
– – 0.03% 182
2022
Q4 		$40.8K Hold
650
– – 0.03% 187
2022
Q3 		$35.7K Hold
650
– – 0.03% 203
2022
Q2 		$39.9K Hold
650
– – 0.03% 191
2022
Q1 		$88.1K Sell
650
-250
-28% -$30.3K 0.07% 136
2021
Q4 		$145K Buy
+900
New +$195K 0.12% 120

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

Stephens Consulting's XYZ Position: Q4 2025 in Review

Stephens Consulting held its Block Inc (XYZ) position steady in Q4 2025 at 4 shares worth $261. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Stephens Consulting first reported a position in XYZ in Q4 2021 and has held it in 15 quarters since. The position peaked at $145K in Q4 2021. 1,026 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • Stephens Consulting held 4 shares of Block Inc worth $261 as of Q4 2025.
  • Stephens Consulting left its Block Inc share count unchanged in Q4 2025.
  • Block Inc made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #450 holding.
  • Stephens Consulting first reported a position in Block Inc in Q4 2021 and has held it in 15 quarters since.
  • Stephens Consulting's Block Inc position peaked at $145K in Q4 2021.
  • 1,026 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.