JWCA
XYZ

J.W. Cole Advisors’s Block Inc XYZ Stock Holding History

J.W. Cole Advisors’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 		$324K Buy
+4,259
New +$299K 0.01% 1236
2025
Q4 		– Sell
-3,867
Closed -$279K – 1617
2025
Q3 		$279K Sell
3,867
-3,494
-47% -$262K 0.01% 1250
2025
Q2 		$500K Buy
7,361
+888
+14% +$51.7K 0.01% 913
2025
Q1 		$352K Buy
+6,473
New +$483K 0.01% 887
2024
Q2 		– Sell
-2,783
Closed -$234K – 955
2024
Q1 		$234K Buy
+2,783
New +$201K 0.01% 781
2023
Q1 		– Sell
-3,234
Closed -$203K – 813
2022
Q4 		$203K Sell
3,234
-913
-22% -$56.3K 0.02% 688
2022
Q3 		$228K Sell
4,147
-945
-19% -$66.9K 0.02% 635
2022
Q2 		$313K Buy
5,092
+394
+8% +$36K 0.03% 539
2022
Q1 		$637K Sell
4,698
-724
-13% -$87.7K 0.04% 386
2021
Q4 		$876K Sell
5,422
-3,268
-38% -$708K 0.06% 325
2021
Q3 		$2.08M Sell
8,690
-842
-9% -$216K 0.15% 98
2021
Q2 		$2.32M Buy
9,532
+1,141
+14% +$265K 0.18% 126
2021
Q1 		$1.91M Buy
8,391
+1,241
+17% +$290K 0.18% 135
2020
Q4 		$1.56M Sell
7,150
-2,627
-27% -$512K 0.16% 150
2020
Q3 		$1.59M Buy
+9,777
New +$1.38M 0.12% 181

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.W. Cole Advisors's XYZ Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Block Inc (XYZ) in Q2 2026: 4,259 shares worth $324K. The stake represents 0.01% of the portfolio and ranks #1236 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in XYZ as recently as Q3 2025.

J.W. Cole Advisors first reported a position in XYZ in Q3 2020 and has held it in 15 quarters since. The position peaked at $2.32M in Q2 2021. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • J.W. Cole Advisors held 4,259 shares of Block Inc worth $324K as of Q2 2026.
  • Block Inc was a new J.W. Cole Advisors position in Q2 2026.
  • Block Inc made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1236 holding.
  • J.W. Cole Advisors first reported a position in Block Inc in Q3 2020 and has held it in 15 quarters since.
  • J.W. Cole Advisors's Block Inc position peaked at $2.32M in Q2 2021.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.