Yarbrough Capital’s Block Inc XYZ Stock Holding History

Yarbrough 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 Q2	–	Sell	-12,644	Closed	-$687K	–	207
2025 Q1	$687K	Sell	12,644 -46,066	-78%	-$3.44M	0.03%	114
2024 Q4	$4.99M	Buy	58,710 +8,385	+17%	+$688K	0.19%	49
2024 Q3	$3.38M	Hold	50,325	–	–	0.14%	61
2024 Q2	$3.25M	Hold	50,325	–	–	0.13%	59
2024 Q1	$4.26M	Hold	50,325	–	–	0.19%	53
2023 Q4	$3.89M	Hold	50,325	–	–	0.2%	53
2023 Q3	$2.23M	Hold	50,325	–	–	0.13%	69
2023 Q2	$3.35M	Hold	50,325	–	–	0.19%	63
2023 Q1	$3.45M	Hold	50,325	–	–	0.28%	59
2022 Q4	$3.16M	Hold	50,325	–	–	0.25%	57
2022 Q3	$2.77M	Hold	50,325	–	–	0.22%	60
2022 Q2	$3.09M	Hold	50,325	–	–	0.23%	57
2022 Q1	$6.82M	Hold	50,325	–	–	0.39%	34
2021 Q4	$8.13M	Buy	+50,325	New	+$10.9M	0.44%	37

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

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

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

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

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

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

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Yarbrough Capital's XYZ Position: Q2 2025 in Review

Yarbrough Capital sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 12,644 shares — an estimated $687K sold.

Yarbrough Capital first reported a position in XYZ in Q4 2021 and held it in 14 quarters. The position peaked at $8.13M in Q4 2021. 988 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

Yarbrough Capital reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
Yarbrough Capital sold 12,644 Block Inc shares in Q2 2025, an estimated $687K.
Yarbrough Capital first reported a position in Block Inc in Q4 2021 and held it in 14 quarters.
Yarbrough Capital's Block Inc position peaked at $8.13M in Q4 2021.
988 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on Yarbrough Capital's 13F filing for Q2 2025, filed 15 Jul 2025.