JB Capital’s Block Inc XYZ Stock Holding History

JB Capital’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	$314K	Buy	5,218 +2	+0%	+$122	0.01%	212
2025 Q4	$340K	Sell	5,216 -948	-15%	-$65.4K	0.01%	204
2025 Q3	$445K	Sell	6,164 -334	-5%	-$25K	0.02%	182
2025 Q2	$441K	Buy	6,498 +117	+2%	+$6.81K	0.02%	171
2025 Q1	$347K	Sell	6,381 -16	-0.3%	-$1.19K	0.02%	176
2024 Q4	$544K	Buy	6,397 +458	+8%	+$37.6K	0.03%	147
2024 Q3	$399K	Sell	5,939 -134	-2%	-$8.66K	0.02%	165
2024 Q2	$392K	Buy	6,073 +124	+2%	+$8.68K	0.02%	164
2024 Q1	$503K	Buy	5,949 +1,845	+45%	+$133K	0.03%	141
2023 Q4	$317K	Buy	+4,104	New	+$232K	0.02%	165
2022 Q2	–	Sell	-1,911	Closed	-$260K	–	249
2022 Q1	$260K	Buy	1,911 +640	+50%	+$77.5K	0.03%	211
2021 Q4	$205K	Hold	1,271	–	–	0.02%	244
2021 Q3	$305K	Buy	+1,271	New	+$326K	0.04%	235

Other funds holding XYZ

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JB Capital's XYZ Position: Q1 2026 in Review

JB Capital increased its Block Inc (XYZ) stake by 0.04% in Q1 2026, buying an estimated $122 and bringing the position to 5,218 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #212.

JB Capital first reported a position in XYZ in Q3 2021 and has held it in 13 quarters since. The position peaked at $544K in Q4 2024. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

JB Capital held 5,218 shares of Block Inc worth $314K as of Q1 2026.
JB Capital bought 2 Block Inc shares in Q1 2026, an estimated $122.
Block Inc made up 0.01% of JB Capital's portfolio in Q1 2026, its #212 holding.
JB Capital first reported a position in Block Inc in Q3 2021 and has held it in 13 quarters since.
JB Capital's Block Inc position peaked at $544K in Q4 2024.
986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.