WKSWA
XYZ

White Knight Strategic Wealth Advisors’s Block Inc XYZ Stock Holding History

White Knight Strategic Wealth Advisors’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
-3,819
Closed -$276K – 102
2025
Q3 		$276K Sell
3,819
-30
-0.8% -$2.25K 0.22% 72
2025
Q2 		$261K Sell
3,849
-1,405
-27% -$81.7K 0.22% 70
2025
Q1 		$285K Sell
5,254
-6,834
-57% -$510K 0.26% 65
2024
Q4 		$1.03M Buy
12,088
+5,999
+99% +$492K 0.43% 45
2024
Q3 		$409K Sell
6,089
-85
-1% -$5.49K 0.37% 53
2024
Q2 		$398K Buy
6,174
+240
+4% +$16.8K 0.4% 48
2024
Q1 		$502K Sell
5,934
-1,275
-18% -$92.2K 0.52% 41
2023
Q4 		$558K Sell
7,209
-766
-10% -$43.3K 0.64% 35
2023
Q3 		$353K Sell
7,975
-1,340
-14% -$83K 0.47% 40
2023
Q2 		$620K Sell
9,315
-306
-3% -$19.1K 0.73% 33
2023
Q1 		$660K Buy
9,621
+330
+4% +$24.7K 0.83% 30
2022
Q4 		$584K Buy
9,291
+255
+3% +$15.7K 0.8% 32
2022
Q3 		$497K Buy
9,036
+180
+2% +$12.7K 0.71% 37
2022
Q2 		$544K Buy
8,856
+150
+2% +$13.7K 0.75% 33
2022
Q1 		$1.18M Buy
8,706
+24
+0.3% +$2.91K 1.28% 23
2021
Q4 		$1.4M Buy
+8,682
New +$1.88M 1.47% 20

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

White Knight Strategic Wealth Advisors's XYZ Position: Q4 2025 in Review

White Knight Strategic Wealth Advisors sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 3,819 shares — an estimated $276K sold.

White Knight Strategic Wealth Advisors first reported a position in XYZ in Q4 2021 and held it in 16 quarters. The position peaked at $1.4M in Q4 2021. 1,026 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • White Knight Strategic Wealth Advisors reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
  • White Knight Strategic Wealth Advisors sold 3,819 Block Inc shares in Q4 2025, an estimated $276K.
  • White Knight Strategic Wealth Advisors first reported a position in Block Inc in Q4 2021 and held it in 16 quarters.
  • White Knight Strategic Wealth Advisors's Block Inc position peaked at $1.4M in Q4 2021.
  • 1,026 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q4 2025, filed 20 Feb 2026.