TCG
XYZ

Transcendent Capital Group’s Block Inc XYZ Stock Holding History

Transcendent Capital Group’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
-140
Closed -$11.9K – 446
2024
Q4 		$11.9K Hold
140
– – 0.01% 326
2024
Q3 		$9.4K Hold
140
– – ﹤0.01% 362
2024
Q2 		$9.03K Hold
140
– – 0.01% 331
2024
Q1 		$11.8K Hold
140
– – 0.01% 315
2023
Q4 		$10.8K Buy
+140
New +$7.92K 0.01% 265

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

Transcendent Capital Group's XYZ Position: Q1 2025 in Review

Transcendent Capital Group sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 140 shares — an estimated $11.9K sold.

Transcendent Capital Group first reported a position in XYZ in Q4 2023 and held it in 5 quarters. The position peaked at $11.9K in Q4 2024. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Transcendent Capital Group reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • Transcendent Capital Group sold 140 Block Inc shares in Q1 2025, an estimated $11.9K.
  • Transcendent Capital Group first reported a position in Block Inc in Q4 2023 and held it in 5 quarters.
  • Transcendent Capital Group's Block Inc position peaked at $11.9K in Q4 2024.
  • 1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on Transcendent Capital Group's 13F filing for Q1 2025, filed 2 May 2025.