JFG
XYZ

Jefferies Financial Group’s Block Inc XYZ Stock Holding History

Jefferies 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
2026
Q1 		– Sell
-7,980
Closed -$519K – 2302
2025
Q4 		$519K Buy
7,980
+716
+10% +$49.4K ﹤0.01% 1324
2025
Q3 		$525K Sell
7,264
-24,249
-77% -$1.82M ﹤0.01% 1067
2025
Q2 		$2.14M Buy
31,513
+25,013
+385% +$1.46M 0.02% 507
2025
Q1 		$353K Buy
+6,500
New +$485K ﹤0.01% 1166
2024
Q4 		– Sell
-13,338
Closed -$895K – 1919
2024
Q3 		$895K Sell
13,338
-40,823
-75% -$2.64M 0.01% 816
2024
Q2 		$3.49M Buy
54,161
+9,687
+22% +$678K 0.04% 392
2024
Q1 		$3.76M Buy
44,474
+32,273
+265% +$2.33M 0.03% 380
2023
Q4 		$944K Sell
12,201
-224,265
-95% -$12.7M 0.01% 985
2023
Q3 		$10.5M Buy
236,466
+202,415
+594% +$12.5M 0.09% 158
2023
Q2 		$2.27M Buy
34,051
+33,777
+12,327% +$2.11M 0.02% 614
2023
Q1 		$18.8K Sell
274
-46,723
-99% -$3.5M ﹤0.01% 1535
2022
Q4 		$2.95M Buy
+46,997
New +$2.9M 0.02% 530

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jefferies Financial Group's XYZ Position: Q1 2026 in Review

Jefferies Financial Group sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 7,980 shares — an estimated $519K sold.

Jefferies Financial Group first reported a position in XYZ in Q4 2022 and held it in 12 quarters. The position peaked at $10.5M in Q3 2023. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Jefferies Financial Group reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 7,980 Block Inc shares in Q1 2026, an estimated $519K.
  • Jefferies Financial Group first reported a position in Block Inc in Q4 2022 and held it in 12 quarters.
  • Jefferies Financial Group's Block Inc position peaked at $10.5M in Q3 2023.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.