JSAM
XYZ

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
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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $432B AUM 30.22% 1-Year Est. Return

J. Safra Asset Management's XYZ Position: Q1 2026 in Review

J. Safra Asset Management reduced its Block Inc (XYZ) stake by 35% in Q1 2026, selling an estimated $22.4K and leaving 682 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

J. Safra Asset Management first reported a position in XYZ in Q1 2024 and has held it in 4 quarters since. The position peaked at $190K in Q4 2024. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • J. Safra Asset Management held 682 shares of Block Inc worth $41K as of Q1 2026.
  • J. Safra Asset Management sold 368 Block Inc shares in Q1 2026, an estimated $22.4K.
  • Block Inc made up ﹤0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #271 holding.
  • J. Safra Asset Management first reported a position in Block Inc in Q1 2024 and has held it in 4 quarters since.
  • J. Safra Asset Management's Block Inc position peaked at $190K in Q4 2024.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.