SW
XYZ

SVB Wealth’s Block Inc XYZ Stock Holding History

SVB 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
2025
Q1 		– Sell
-4,840
Closed -$411K – 1820
2024
Q4 		$411K Buy
+4,840
New +$397K 0.01% 475
2024
Q3 		– Sell
-4,821
Closed -$311K – 655
2024
Q2 		$311K Sell
4,821
-139
-3% -$9.72K 0.01% 552
2024
Q1 		$420K Buy
4,960
+261
+6% +$18.9K 0.01% 523
2023
Q4 		$363K Sell
4,699
-1,848
-28% -$104K 0.01% 572
2023
Q3 		$290K Sell
6,547
-503
-7% -$31.1K 0.01% 620
2023
Q2 		$469K Sell
7,050
-2,983
-30% -$186K 0.01% 508
2023
Q1 		$689K Buy
10,033
+1,378
+16% +$103K 0.01% 460
2022
Q4 		$544K Sell
8,655
-1,116
-11% -$68.9K 0.01% 541
2022
Q3 		$538K Buy
+9,771
New +$692K 0.01% 513
2022
Q2 		– Sell
-2,039
Closed -$276K – 865
2022
Q1 		$276K Buy
+2,039
New +$247K ﹤0.01% 610
2021
Q4 		– Sell
-1,304
Closed -$313K – 966
2021
Q3 		$313K Buy
1,304
+291
+29% +$74.7K ﹤0.01% 772
2021
Q2 		$247K Buy
+1,013
New +$235K ﹤0.01% 830

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

SVB Wealth's XYZ Position: Q1 2025 in Review

SVB Wealth sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 4,840 shares — an estimated $411K sold.

SVB Wealth first reported a position in XYZ in Q2 2021 and held it in 12 quarters. The position peaked at $689K in Q1 2023. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • SVB Wealth reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • SVB Wealth sold 4,840 Block Inc shares in Q1 2025, an estimated $411K.
  • SVB Wealth first reported a position in Block Inc in Q2 2021 and held it in 12 quarters.
  • SVB Wealth's Block Inc position peaked at $689K in Q1 2023.
  • 1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on SVB Wealth's 13F filing for Q1 2025, filed 14 May 2025.