JPWM
XYZ

Jamison Private Wealth Management’s Block Inc XYZ Stock Holding History

Jamison Private Wealth 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 		– Sell
-6,519
Closed -$424K – 224
2025
Q4 		$424K Sell
6,519
-906
-12% -$62.5K 0.05% 167
2025
Q3 		$537K Sell
7,425
-312
-4% -$23.4K 0.07% 150
2025
Q2 		$526K Sell
7,737
-232
-3% -$13.5K 0.08% 142
2025
Q1 		$433K Sell
7,969
-439
-5% -$32.8K 0.07% 150
2024
Q4 		$715K Sell
8,408
-457
-5% -$37.5K 0.11% 117
2024
Q3 		$595K Sell
8,865
-108
-1% -$6.98K 0.09% 132
2024
Q2 		$579K Buy
8,973
+165
+2% +$11.5K 0.1% 125
2024
Q1 		$745K Buy
8,808
+92
+1% +$6.65K 0.13% 110
2023
Q4 		$674K Sell
8,716
-466
-5% -$26.3K 0.13% 112
2023
Q3 		$406K Buy
+9,182
New +$569K 0.08% 133

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jamison Private Wealth Management's XYZ Position: Q1 2026 in Review

Jamison Private Wealth Management sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 6,519 shares — an estimated $424K sold.

Jamison Private Wealth Management first reported a position in XYZ in Q3 2023 and held it in 10 quarters. The position peaked at $745K in Q1 2024. 993 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Jamison Private Wealth Management reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • Jamison Private Wealth Management sold 6,519 Block Inc shares in Q1 2026, an estimated $424K.
  • Jamison Private Wealth Management first reported a position in Block Inc in Q3 2023 and held it in 10 quarters.
  • Jamison Private Wealth Management's Block Inc position peaked at $745K in Q1 2024.
  • 993 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Jamison Private Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.