GJIA
XYZ

Glass Jacobson Investment Advisors’s Block Inc XYZ Stock Holding History

Glass Jacobson Investment 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
Q1 		$1.81K Hold
30
– – ﹤0.01% 544
2025
Q4 		$1.95K Hold
30
– – ﹤0.01% 533
2025
Q3 		$2.17K Hold
30
– – ﹤0.01% 530
2025
Q2 		$2.04K Hold
30
– – ﹤0.01% 512
2025
Q1 		$2.55K Hold
30
– – ﹤0.01% 729
2024
Q4 		$2.55K Hold
30
– – ﹤0.01% 729
2024
Q3 		$2.01K Hold
30
– – ﹤0.01% 686
2024
Q2 		$1.94K Hold
30
– – ﹤0.01% 682
2024
Q1 		$2.54K Hold
30
– – ﹤0.01% 664
2023
Q4 		$2.32K Hold
30
– – ﹤0.01% 642
2023
Q3 		$1.33K Hold
30
– – ﹤0.01% 673
2023
Q2 		$2K Buy
+30
New +$1.87K ﹤0.01% 642
2022
Q4 		$1.89K Buy
+30
New +$1.85K ﹤0.01% 671

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 $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 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 $431B AUM 30.22% 1-Year Est. Return