TCOV
XYZ

Trust Company of Vermont’s Block Inc XYZ Stock Holding History

Trust Company of Vermont’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 		$42.4K Buy
651
+21
+3% +$1.45K ﹤0.01% 593
2025
Q3 		$45.5K Hold
630
– – ﹤0.01% 573
2025
Q2 		$42.8K Hold
630
– – ﹤0.01% 565
2025
Q1 		$34.2K Hold
630
– – ﹤0.01% 583
2024
Q4 		$53.5K Sell
630
-100
-14% -$8.2K ﹤0.01% 520
2024
Q3 		$49K Buy
730
+45
+7% +$2.91K ﹤0.01% 522
2024
Q2 		$44.2K Sell
685
-17
-2% -$1.19K ﹤0.01% 511
2024
Q1 		$59.4K Buy
+702
New +$50.8K ﹤0.01% 468
2023
Q4 		– Sell
-685
Closed -$30.3K – 898
2023
Q3 		$30.3K Hold
685
– – ﹤0.01% 515
2023
Q2 		$45.6K Hold
685
– – ﹤0.01% 491
2023
Q1 		$47K Buy
+685
New +$51.3K ﹤0.01% 501
2022
Q1 		– Sell
-80
Closed -$13K – 765
2021
Q4 		$13K Buy
+80
New +$17.3K ﹤0.01% 636
2021
Q3 		– Sell
-94
Closed -$23K – 738
2021
Q2 		$23K Hold
94
– – ﹤0.01% 551
2021
Q1 		$21K Sell
94
-1
-1% -$234 ﹤0.01% 546
2020
Q4 		$21K Sell
95
-5
-5% -$975 ﹤0.01% 542
2020
Q3 		$16K Sell
100
-35
-26% -$4.94K ﹤0.01% 561
2020
Q2 		$14K Sell
135
-63
-32% -$4.82K ﹤0.01% 583
2020
Q1 		$10K Buy
198
+150
+313% +$10.3K ﹤0.01% 664
2019
Q4 		$3K Hold
48
– – ﹤0.01% 859
2019
Q3 		$3K Hold
48
– – ﹤0.01% 911
2019
Q2 		$3K Sell
48
-26
-35% -$1.82K ﹤0.01% 926
2019
Q1 		$6K Sell
74
-174
-70% -$12.6K ﹤0.01% 778
2018
Q4 		$14K Buy
248
+48
+24% +$3.39K ﹤0.01% 684
2018
Q3 		$20K Buy
+200
New +$15.4K ﹤0.01% 688

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $110B AUM 4.8% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Trust Company of Vermont's XYZ Position: Q4 2025 in Review

Trust Company of Vermont increased its Block Inc (XYZ) stake by 3.3% in Q4 2025, buying an estimated $1.45K and bringing the position to 651 shares worth $42.4K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Trust Company of Vermont first reported a position in XYZ in Q3 2018 and has held it in 24 quarters since. The position peaked at $59.4K in Q1 2024. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • Trust Company of Vermont held 651 shares of Block Inc worth $42.4K as of Q4 2025.
  • Trust Company of Vermont bought 21 Block Inc shares in Q4 2025, an estimated $1.45K.
  • Block Inc made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #593 holding.
  • Trust Company of Vermont first reported a position in Block Inc in Q3 2018 and has held it in 24 quarters since.
  • Trust Company of Vermont's Block Inc position peaked at $59.4K in Q1 2024.
  • 1,027 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.