VFPW
XYZ

Vantage Financial Partners (Wisconsin)’s Block Inc XYZ Stock Holding History

Vantage Financial Partners (Wisconsin)’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
-3,374
Closed -$244K – 224
2025
Q3 		$244K Buy
+3,374
New +$253K 0.05% 186
2024
Q4 		– Sell
-3,189
Closed -$214K – 211
2024
Q3 		$214K Buy
+3,189
New +$206K 0.05% 174

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

Vantage Financial Partners (Wisconsin)'s XYZ Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 3,374 shares — an estimated $244K sold.

Vantage Financial Partners (Wisconsin) first reported a position in XYZ in Q3 2024 and held it in 2 quarters. The position peaked at $244K in Q3 2025. 1,026 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
  • Vantage Financial Partners (Wisconsin) sold 3,374 Block Inc shares in Q4 2025, an estimated $244K.
  • Vantage Financial Partners (Wisconsin) first reported a position in Block Inc in Q3 2024 and held it in 2 quarters.
  • Vantage Financial Partners (Wisconsin)'s Block Inc position peaked at $244K in Q3 2025.
  • 1,026 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.