J. Safra Sarasin Holding
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J. Safra Sarasin Holding’s Amplify Blockchain Technology ETF BLOK Stock Holding History

J. Safra Sarasin Holding’s Portfolio BLOK Stock Details BLOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,120
Closed -$237K – 545
2025
Q4 		$237K Hold
4,120
– – ﹤0.01% 482
2025
Q3 		$276K Buy
+4,120
New +$250K ﹤0.01% 446

Other funds holding BLOK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CFG
Carter Financial Group Barrington, Illinois $193M AUM 29.2% 1-Year Est. Return

J. Safra Sarasin Holding's BLOK Position: Q1 2026 in Review

J. Safra Sarasin Holding sold out of Amplify Blockchain Technology ETF (BLOK) in Q1 2026, closing a stake of 4,120 shares — an estimated $237K sold.

J. Safra Sarasin Holding first reported a position in BLOK in Q3 2025 and held it in 2 quarters. The position peaked at $276K in Q3 2025. 251 funds tracked by Wall St. Rank hold BLOK as of Q1 2026.

  • J. Safra Sarasin Holding reported no remaining Amplify Blockchain Technology ETF position as of Q1 2026 after selling out during the quarter.
  • J. Safra Sarasin Holding sold 4,120 Amplify Blockchain Technology ETF shares in Q1 2026, an estimated $237K.
  • J. Safra Sarasin Holding first reported a position in Amplify Blockchain Technology ETF in Q3 2025 and held it in 2 quarters.
  • J. Safra Sarasin Holding's Amplify Blockchain Technology ETF position peaked at $276K in Q3 2025.
  • 251 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q1 2026.

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