Jackson Grant Investment Advisers’s Block Inc XYZ Stock Holding History

Jackson Grant Investment Advisers’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	$1.9K	Buy	+25	New	+$1.76K	﹤0.01%	397
2024 Q4	–	Sell	-23	Closed	-$1.54K	–	408
2024 Q3	$1.54K	Buy	+23	New	+$1.49K	﹤0.01%	388
2022 Q3	–	Sell	-265	Closed	-$16K	–	354
2022 Q2	$16K	Hold	265	–	–	0.01%	290
2022 Q1	$36K	Buy	+265	New	+$32.1K	0.02%	234
2021 Q4	–	Sell	-340	Closed	-$82K	–	354
2021 Q3	$82K	Hold	340	–	–	0.04%	164
2021 Q2	$83K	Hold	340	–	–	0.04%	160
2021 Q1	$77K	Buy	340 +25	+8%	+$5.85K	0.04%	161
2020 Q4	$69K	Buy	315 +265	+530%	+$51.7K	0.04%	158
2020 Q3	$8K	Hold	50	–	–	﹤0.01%	212
2020 Q2	$5K	Buy	+50	New	+$3.83K	﹤0.01%	212

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

Jackson Grant Investment Advisers's XYZ Position: Q2 2026 in Review

Jackson Grant Investment Advisers opened a new position in Block Inc (XYZ) in Q2 2026: 25 shares worth $1.9K. The stake represents ﹤0.01% of the portfolio and ranks #397 among its holdings. This is a return to the name: Jackson Grant Investment Advisers previously reported a position in XYZ as recently as Q3 2024.

Jackson Grant Investment Advisers first reported a position in XYZ in Q2 2020 and has held it in 10 quarters since. The position peaked at $83K in Q2 2021. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Jackson Grant Investment Advisers held 25 shares of Block Inc worth $1.9K as of Q2 2026.
Block Inc was a new Jackson Grant Investment Advisers position in Q2 2026.
Block Inc made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #397 holding.
Jackson Grant Investment Advisers first reported a position in Block Inc in Q2 2020 and has held it in 10 quarters since.
Jackson Grant Investment Advisers's Block Inc position peaked at $83K in Q2 2021.
1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.