Vance Wealth’s Block Inc XYZ Stock Holding History

Vance 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 Q3	–	Sell	-3,692	Closed	-$251K	–	123
2025 Q2	$251K	Buy	+3,692	New	+$215K	0.08%	99
2025 Q1	–	Sell	-3,029	Closed	-$257K	–	110
2024 Q4	$257K	Buy	+3,029	New	+$248K	0.1%	85

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Vance Wealth's XYZ Position: Q3 2025 in Review

Vance Wealth sold out of Block Inc (XYZ) in Q3 2025, closing a stake of 3,692 shares — an estimated $251K sold.

Vance Wealth first reported a position in XYZ in Q4 2024 and held it in 2 quarters. The position peaked at $257K in Q4 2024. 1,031 funds tracked by Wall St. Rank hold XYZ as of Q3 2025.

Vance Wealth reported no remaining Block Inc position as of Q3 2025 after selling out during the quarter.
Vance Wealth sold 3,692 Block Inc shares in Q3 2025, an estimated $251K.
Vance Wealth first reported a position in Block Inc in Q4 2024 and held it in 2 quarters.
Vance Wealth's Block Inc position peaked at $257K in Q4 2024.
1,031 funds tracked by Wall St. Rank held Block Inc as of Q3 2025.

Based on Vance Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.