Bank Julius Baer & Co
XYZ

Bank Julius Baer & Co’s Block Inc XYZ Stock Holding History

Bank Julius Baer & Co’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
2026
Q1 		$690K Sell
11,465
-3,688
-24% -$224K ﹤0.01% 407
2025
Q4 		$986K Buy
15,153
+214
+1% +$14.8K ﹤0.01% 380
2025
Q3 		$1.08M Buy
14,939
+486
+3% +$36.4K ﹤0.01% 364
2025
Q2 		$982K Sell
14,453
-799
-5% -$46.5K ﹤0.01% 338
2025
Q1 		$829K Buy
15,252
+1,399
+10% +$104K ﹤0.01% 326
2024
Q4 		$1.3M Buy
13,853
+333
+2% +$27.3K ﹤0.01% 300
2024
Q3 		$1.08M Sell
13,520
-861
-6% -$55.6K ﹤0.01% 285
2024
Q2 		$1.03M Sell
14,381
-10,595
-42% -$741K ﹤0.01% 238
2024
Q1 		$2.06M Buy
24,976
+6,560
+36% +$474K 0.01% 225
2023
Q4 		$1.42M Buy
18,416
+7,130
+63% +$403K 0.01% 257
2023
Q3 		$500K Sell
11,286
-562
-5% -$34.8K ﹤0.01% 319
2023
Q2 		$789K Sell
11,848
-3,269
-22% -$204K ﹤0.01% 290
2023
Q1 		$1.04M Sell
15,117
-15
-0.1% -$1.12K 0.01% 268
2022
Q4 		$950K Buy
15,132
+2,389
+19% +$147K 0.01% 274
2022
Q3 		$701K Sell
12,743
-213
-2% -$15.1K 0.01% 300
2022
Q2 		$796K Buy
12,956
+422
+3% +$38.6K 0.01% 296
2022
Q1 		$1.7M Sell
12,534
-10
-0.1% -$1.21K 0.01% 234
2021
Q4 		$2.03M Sell
12,544
-276
-2% -$59.8K 0.01% 275
2021
Q3 		$3.08M Sell
12,820
-87,484
-87% -$22.5M 0.02% 229
2021
Q2 		$24.5M Buy
100,304
+87,140
+662% +$20.2M 0.16% 111
2021
Q1 		$2.99M Buy
13,164
+772
+6% +$181K 0.02% 230
2020
Q4 		$2.7M Buy
12,392
+538
+5% +$105K 0.02% 236
2020
Q3 		$1.93M Sell
11,854
-451
-4% -$63.7K 0.02% 230
2020
Q2 		$1.29M Sell
12,305
-2,721
-18% -$208K 0.01% 242
2020
Q1 		$787K Buy
+15,026
New +$1.03M 0.02% 258

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank Julius Baer & Co's XYZ Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its Block Inc (XYZ) stake by 24% in Q1 2026, selling an estimated $224K and leaving 11,465 shares worth $690K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Bank Julius Baer & Co first reported a position in XYZ in Q1 2020 and has held it in 25 quarters since. The position peaked at $24.5M in Q2 2021. 989 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Bank Julius Baer & Co held 11,465 shares of Block Inc worth $690K as of Q1 2026.
  • Bank Julius Baer & Co sold 3,688 Block Inc shares in Q1 2026, an estimated $224K.
  • Block Inc made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #407 holding.
  • Bank Julius Baer & Co first reported a position in Block Inc in Q1 2020 and has held it in 25 quarters since.
  • Bank Julius Baer & Co's Block Inc position peaked at $24.5M in Q2 2021.
  • 989 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.