WFI
XYZ

West Family Investments’s Block Inc XYZ Stock Holding History

West Family Investments’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
-2,821
Closed -$204K – 394
2025
Q3 		$204K Buy
+2,821
New +$211K 0.05% 352
2021
Q4 		– Sell
-1,503
Closed -$360K – 377
2021
Q3 		$360K Buy
1,503
+53
+4% +$13.6K 0.09% 186
2021
Q2 		$354K Buy
+1,450
New +$336K 0.1% 201

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 $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

West Family Investments's XYZ Position: Q4 2025 in Review

West Family Investments sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 2,821 shares — an estimated $204K sold.

West Family Investments first reported a position in XYZ in Q2 2021 and held it in 3 quarters. The position peaked at $360K in Q3 2021. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • West Family Investments reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
  • West Family Investments sold 2,821 Block Inc shares in Q4 2025, an estimated $204K.
  • West Family Investments first reported a position in Block Inc in Q2 2021 and held it in 3 quarters.
  • West Family Investments's Block Inc position peaked at $360K in Q3 2021.
  • 1,027 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on West Family Investments's 13F filing for Q4 2025, filed 11 Feb 2026.