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DHJJ Financial Advisors’s Block Inc XYZ Stock Holding History

DHJJ Financial 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
2026
Q2 		$380 Hold
5
– – ﹤0.01% 927
2026
Q1 		$301 Hold
5
– – ﹤0.01% 952
2025
Q4 		$326 Hold
5
– – ﹤0.01% 902
2025
Q3 		$362 Hold
5
– – ﹤0.01% 859
2025
Q2 		$340 Hold
5
– – ﹤0.01% 842
2025
Q1 		$272 Hold
5
– – ﹤0.01% 816
2024
Q4 		$425 Hold
5
– – ﹤0.01% 740
2024
Q3 		$336 Hold
5
– – ﹤0.01% 745
2024
Q2 		$323 Hold
5
– – ﹤0.01% 697
2024
Q1 		$423 Hold
5
– – ﹤0.01% 664
2023
Q4 		$387 Hold
5
– – ﹤0.01% 657
2023
Q3 		$222 Buy
+5
New +$310 ﹤0.01% 704

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 $3.38T AUM 44.17% 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

DHJJ Financial Advisors's XYZ Position: Q2 2026 in Review

DHJJ Financial Advisors held its Block Inc (XYZ) position steady in Q2 2026 at 5 shares worth $380. The position accounts for ﹤0.01% of the portfolio, ranked #927.

DHJJ Financial Advisors first reported a position in XYZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $425 in Q4 2024. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • DHJJ Financial Advisors held 5 shares of Block Inc worth $380 as of Q2 2026.
  • DHJJ Financial Advisors left its Block Inc share count unchanged in Q2 2026.
  • Block Inc made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #927 holding.
  • DHJJ Financial Advisors first reported a position in Block Inc in Q3 2023 and has held it in 12 quarters since.
  • DHJJ Financial Advisors's Block Inc position peaked at $425 in Q4 2024.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.