TPCM
XYZ

Templeton & Phillips Capital Management’s Block Inc XYZ Stock Holding History

Templeton & Phillips Capital Management’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 		– Sell
-3,103
Closed -$224K – 59
2025
Q3 		$224K Hold
3,103
– – 0.16% 40
2025
Q2 		$211K Sell
3,103
-22,133
-88% -$1.29M 0.15% 37
2025
Q1 		$1.37M Buy
25,236
+1,094
+5% +$81.7K 0.99% 19
2024
Q4 		$2.05M Buy
24,142
+4,788
+25% +$393K 1.63% 11
2024
Q3 		$1.3M Buy
+19,354
New +$1.25M 1.01% 21

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

Templeton & Phillips Capital Management's XYZ Position: Q4 2025 in Review

Templeton & Phillips Capital Management sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 3,103 shares — an estimated $224K sold.

Templeton & Phillips Capital Management first reported a position in XYZ in Q3 2024 and held it in 5 quarters. The position peaked at $2.05M in Q4 2024. 1,026 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • Templeton & Phillips Capital Management reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
  • Templeton & Phillips Capital Management sold 3,103 Block Inc shares in Q4 2025, an estimated $224K.
  • Templeton & Phillips Capital Management first reported a position in Block Inc in Q3 2024 and held it in 5 quarters.
  • Templeton & Phillips Capital Management's Block Inc position peaked at $2.05M in Q4 2024.
  • 1,026 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Templeton & Phillips Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.