JC
XYZ

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
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

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

JB Capital's XYZ Position: Q2 2026 in Review

JB Capital increased its Block Inc (XYZ) stake by 1.8% in Q2 2026, buying an estimated $6.47K and bringing the position to 5,310 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #198.

JB Capital first reported a position in XYZ in Q3 2021 and has held it in 14 quarters since. The position peaked at $544K in Q4 2024. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • JB Capital held 5,310 shares of Block Inc worth $404K as of Q2 2026.
  • JB Capital bought 92 Block Inc shares in Q2 2026, an estimated $6.47K.
  • Block Inc made up 0.01% of JB Capital's portfolio in Q2 2026, its #198 holding.
  • JB Capital first reported a position in Block Inc in Q3 2021 and has held it in 14 quarters since.
  • JB Capital's Block Inc position peaked at $544K in Q4 2024.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on JB Capital's 13F filing for Q2 2026, filed 29 Jul 2026.