BOJHT
XYZ

Bank of Jackson Hole Trust’s Block Inc XYZ Stock Holding History

Bank of Jackson Hole Trust’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
Q2 		– Sell
-250
Closed -$15K – 514
2026
Q1 		$15K Sell
250
-100
-29% -$6.08K 0.01% 369
2025
Q4 		$22.8K Hold
350
– – 0.01% 322
2025
Q3 		$25.3K Hold
350
– – 0.01% 309
2025
Q2 		$23.8K Hold
350
– – 0.01% 306
2025
Q1 		$22.9K Sell
350
-1
-0.3% -$75 0.01% 303
2024
Q4 		$29.8K Buy
+351
New +$28.8K 0.02% 271

Other funds holding XYZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Bank of Jackson Hole Trust's XYZ Position: Q2 2026 in Review

Bank of Jackson Hole Trust sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 250 shares — an estimated $15K sold.

Bank of Jackson Hole Trust first reported a position in XYZ in Q4 2024 and held it in 6 quarters. The position peaked at $29.8K in Q4 2024. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Bank of Jackson Hole Trust reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
  • Bank of Jackson Hole Trust sold 250 Block Inc shares in Q2 2026, an estimated $15K.
  • Bank of Jackson Hole Trust first reported a position in Block Inc in Q4 2024 and held it in 6 quarters.
  • Bank of Jackson Hole Trust's Block Inc position peaked at $29.8K in Q4 2024.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q2 2026.