SFGP
XYZ

Stonebridge Financial Group (Pennsylvania)’s Block Inc XYZ Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-349
Closed -$19K – 1005
2025
Q1 		$19K Buy
+349
New +$26.1K ﹤0.01% 505

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s XYZ Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 349 shares — an estimated $19K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in XYZ in Q1 2025 and held it in 1 quarter. The position peaked at $19K in Q1 2025. 987 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 349 Block Inc shares in Q2 2025, an estimated $19K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Block Inc in Q1 2025 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s Block Inc position peaked at $19K in Q1 2025.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.