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

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

Jefferies Financial Group's XYZ Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in Block Inc (XYZ) in Q2 2026: 59,488 shares worth $4.52M. The stake represents 0.03% of the portfolio and ranks #407 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in XYZ as recently as Q4 2025.

Jefferies Financial Group first reported a position in XYZ in Q4 2022 and has held it in 13 quarters since. The position peaked at $10.5M in Q3 2023. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Jefferies Financial Group held 59,488 shares of Block Inc worth $4.52M as of Q2 2026.
  • Block Inc was a new Jefferies Financial Group position in Q2 2026.
  • Block Inc made up 0.03% of Jefferies Financial Group's portfolio in Q2 2026, its #407 holding.
  • Jefferies Financial Group first reported a position in Block Inc in Q4 2022 and has held it in 13 quarters since.
  • Jefferies Financial Group's Block Inc position peaked at $10.5M in Q3 2023.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.