JSAM
XYZ icon

J. Safra Asset Management’s Block Inc XYZ Stock Holding History

J. Safra Asset Management’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 		– Sell
-682
Closed -$41K – 686
2026
Q1 		$41K Sell
682
-368
-35% -$22.4K ﹤0.01% 271
2025
Q4 		$68.3K Buy
+1,050
New +$72.4K ﹤0.01% 265
2025
Q1 		– Sell
-2,174
Closed -$190K – 404
2024
Q4 		$190K Buy
+2,174
New +$178K 0.02% 131
2024
Q2 		– Sell
-150
Closed -$12.7K – 283
2024
Q1 		$12.7K Buy
+150
New +$10.8K ﹤0.01% 131

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

J. Safra Asset Management's XYZ Position: Q2 2026 in Review

J. Safra Asset Management sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 682 shares — an estimated $41K sold.

J. Safra Asset Management first reported a position in XYZ in Q1 2024 and held it in 4 quarters. The position peaked at $190K in Q4 2024. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • J. Safra Asset Management reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
  • J. Safra Asset Management sold 682 Block Inc shares in Q2 2026, an estimated $41K.
  • J. Safra Asset Management first reported a position in Block Inc in Q1 2024 and held it in 4 quarters.
  • J. Safra Asset Management's Block Inc position peaked at $190K in Q4 2024.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.