JDM Financial Group’s Block Inc XYZ Stock Holding History

JDM Financial Group’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
2025 Q1	–	Sell	-10	Closed	-$850	–	347
2024 Q4	$850	Hold	10	–	–	﹤0.01%	307
2024 Q3	$671	Buy	+10	New	+$646	﹤0.01%	368

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JDM Financial Group's XYZ Position: Q1 2025 in Review

JDM Financial Group sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 10 shares — an estimated $850 sold.

JDM Financial Group first reported a position in XYZ in Q3 2024 and held it in 2 quarters. The position peaked at $850 in Q4 2024. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

JDM Financial Group reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
JDM Financial Group sold 10 Block Inc shares in Q1 2025, an estimated $850.
JDM Financial Group first reported a position in Block Inc in Q3 2024 and held it in 2 quarters.
JDM Financial Group's Block Inc position peaked at $850 in Q4 2024.
1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

Based on JDM Financial Group's 13F filing for Q1 2025, filed 15 May 2025.