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	$760K	Buy	+10,000	New	+$703K	0.02%	492
2025 Q3	–	Sell	-505,000	Closed	-$34.3M	–	650
2025 Q2	$34.3M	Buy	505,000 +492,000	+3,785%	+$28.6M	0.82%	23
2025 Q1	$706K	Buy	+13,000	New	+$970K	0.02%	381
2024 Q4	–	Sell	-41,300	Closed	-$2.77M	–	667
2024 Q3	$2.77M	Buy	41,300 +16,300	+65%	+$1.05M	0.08%	207
2024 Q2	$1.61M	Buy	+25,000	New	+$1.75M	0.05%	265
2024 Q1	–	Sell	-19,200	Closed	-$1.49M	–	545
2023 Q4	$1.49M	Buy	+19,200	New	+$1.09M	0.06%	207
2023 Q3	–	Sell	-9,700	Closed	-$646K	–	513
2023 Q2	$646K	Sell	9,700 -18,000	-65%	-$1.12M	0.02%	277
2023 Q1	$1.9M	Buy	+27,700	New	+$2.07M	0.08%	210
2019 Q1	–	Sell	-100,000	Closed	-$5.61M	–	345
2018 Q4	$5.61M	Buy	100,000 +79,000	+376%	+$5.58M	0.43%	66
2018 Q3	$2.08M	Buy	+21,000	New	+$1.62M	0.15%	152
2016 Q3	–	Sell	-335,000	Closed	-$3.03M	–	427
2016 Q2	$3.03M	Buy	335,000 +177,500	+113%	+$2.01M	0.16%	145
2016 Q1	$2.41M	Buy	+157,500	New	+$1.71M	0.15%	167

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.