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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
2022
Q2 		– Hold
0
– -$136K – 576
2022
Q1 		– Hold
0
– – – 102
2021
Q4 		– Hold
0
– – – 111

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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. 1,036 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.
  • 1,036 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.