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
2024
Q3 		– Sell
-200,000
Closed -$12.9M – 1826
2024
Q2 		$12.9M Sell
200,000
-121,000
-38% -$8.46M 0.14% 115
2024
Q1 		$27.2M Buy
+321,000
New +$23.2M 0.25% 62
2023
Q2 		– Sell
-10,000
Closed -$687K – 2073
2023
Q1 		$687K Buy
+10,000
New +$749K 0.01% 1007

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.