Westerkirk Capital’s Block Inc XYZ Stock Holding History

Westerkirk Capital’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	-8,000	Closed	-$578K	–	258
2025 Q3	$578K	Buy	+8,000	New	+$599K	0.07%	184

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

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Westerkirk Capital's XYZ Position: Q4 2025 in Review

Westerkirk Capital sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 8,000 shares — an estimated $578K sold.

Westerkirk Capital first reported a position in XYZ in Q3 2025 and held it in 1 quarter. The position peaked at $578K in Q3 2025. 1,026 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

Westerkirk Capital reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
Westerkirk Capital sold 8,000 Block Inc shares in Q4 2025, an estimated $578K.
Westerkirk Capital first reported a position in Block Inc in Q3 2025 and held it in 1 quarter.
Westerkirk Capital's Block Inc position peaked at $578K in Q3 2025.
1,026 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Westerkirk Capital's 13F filing for Q4 2025, filed 11 Feb 2026.