JB Capital
XYZ icon

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
Q3 		$391K Buy
5,312
+2
+0% +$159 0.01% 188
2026
Q2 		$404K Buy
5,310
+92
+2% +$6.47K 0.01% 198
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

Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Bourgeon Capital Management
Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

JB Capital's XYZ Position: Q3 2026 in Review

JB Capital increased its Block Inc (XYZ) stake by 0.04% in Q3 2026, buying an estimated $159 and bringing the position to 5,312 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #188.

JB Capital first reported a position in XYZ in Q3 2021 and has held it in 15 quarters since. The position peaked at $544K in Q4 2024. 221 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • JB Capital held 5,312 shares of Block Inc worth $391K as of Q3 2026.
  • JB Capital bought 2 Block Inc shares in Q3 2026, an estimated $159.
  • Block Inc made up 0.01% of JB Capital's portfolio in Q3 2026, its #188 holding.
  • JB Capital first reported a position in Block Inc in Q3 2021 and has held it in 15 quarters since.
  • JB Capital's Block Inc position peaked at $544K in Q4 2024.
  • 221 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.