JGC
XYZ

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
Q1 		– Sell
-14,000
Closed -$911K – 927
2025
Q4 		$911K Buy
+14,000
New +$966K 0.02% 396
2020
Q1 		– Sell
-16,700
Closed -$1.04M – 359
2019
Q4 		$1.04M Buy
+16,700
New +$1.07M 0.07% 178

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

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.