J. Goldman & Co’s Block Inc XYZ Stock Holding History

J. Goldman & 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 Q2	$296K	Buy	+3,900	New	+$274K	0.01%	596
2026 Q1	–	Sell	-51,149	Closed	-$3.33M	–	928
2025 Q4	$3.33M	Buy	+51,149	New	+$3.53M	0.09%	253
2024 Q4	–	Sell	-20,249	Closed	-$1.36M	–	666
2024 Q3	$1.36M	Buy	+20,249	New	+$1.31M	0.04%	262
2022 Q2	–	Sell	-1,860	Closed	-$252K	–	499
2022 Q1	$252K	Buy	+1,860	New	+$225K	0.01%	313
2021 Q2	–	Sell	-1,098	Closed	-$249K	–	540
2021 Q1	$249K	Buy	+1,098	New	+$257K	0.01%	388
2020 Q3	–	Sell	-3,489	Closed	-$366K	–	402
2020 Q2	$366K	Buy	+3,489	New	+$267K	0.02%	230
2020 Q1	–	Sell	-162,924	Closed	-$10.2M	–	360
2019 Q4	$10.2M	Buy	162,924 +133,875	+461%	+$8.55M	0.73%	39
2019 Q3	$1.8M	Buy	+29,049	New	+$1.97M	0.14%	164
2018 Q3	–	Sell	-7,120	Closed	-$549K	–	416
2018 Q2	$439K	Buy	+7,120	New	+$392K	0.02%	291
2016 Q4	–	Sell	-166,200	Closed	-$1.94M	–	408
2016 Q3	$1.94M	Buy	+166,200	New	+$1.82M	0.11%	185

Other funds holding XYZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

J. Goldman & Co's XYZ Position: Q2 2026 in Review

J. Goldman & Co opened a new position in Block Inc (XYZ) in Q2 2026: 3,900 shares worth $296K. The stake represents 0.01% of the portfolio and ranks #596 among its holdings. This is a return to the name: J. Goldman & Co previously reported a position in XYZ as recently as Q4 2025.

J. Goldman & Co first reported a position in XYZ in Q3 2016 and has held it in 10 quarters since. The position peaked at $10.2M in Q4 2019. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

J. Goldman & Co held 3,900 shares of Block Inc worth $296K as of Q2 2026.
Block Inc was a new J. Goldman & Co position in Q2 2026.
Block Inc made up 0.01% of J. Goldman & Co's portfolio in Q2 2026, its #596 holding.
J. Goldman & Co first reported a position in Block Inc in Q3 2016 and has held it in 10 quarters since.
J. Goldman & Co's Block Inc position peaked at $10.2M in Q4 2019.
1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.