JFS Wealth Advisors’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $23.2K | Buy |
305
+9
| +3% | +$633 | ﹤0.01% | 733 |
|
|
2026
Q1 | $17.8K | Buy |
296
+19
| +7% | +$1.16K | ﹤0.01% | 767 |
|
|
2025
Q4 | $18K | Buy |
277
+63
| +29% | +$4.35K | ﹤0.01% | 776 |
|
|
2025
Q3 | $15.5K | Hold |
214
| – | – | ﹤0.01% | 756 |
|
|
2025
Q2 | $14.5K | Buy |
214
+100
| +88% | +$5.82K | ﹤0.01% | 741 |
|
|
2025
Q1 | $6.19K | Sell |
114
-56
| -33% | -$4.18K | ﹤0.01% | 1037 |
|
|
2024
Q4 | $14.4K | Buy |
170
+47
| +38% | +$3.86K | ﹤0.01% | 739 |
|
|
2024
Q3 | $8.26K | Sell |
123
-11
| -8% | -$711 | ﹤0.01% | 924 |
|
|
2024
Q2 | $8.64K | Buy |
134
+60
| +81% | +$4.2K | ﹤0.01% | 841 |
|
|
2024
Q1 | $6.26K | Sell |
74
-93
| -56% | -$6.73K | ﹤0.01% | 1021 |
|
|
2023
Q4 | $12.9K | Sell |
167
-70
| -30% | -$3.96K | ﹤0.01% | 701 |
|
|
2023
Q3 | $10.5K | Buy |
237
+39
| +20% | +$2.42K | ﹤0.01% | 708 |
|
|
2023
Q2 | $13.2K | Sell |
198
-110
| -36% | -$6.87K | ﹤0.01% | 644 |
|
|
2023
Q1 | $21.1K | Buy |
308
+12
| +4% | +$898 | ﹤0.01% | 525 |
|
|
2022
Q4 | $18.6K | Sell |
296
-114
| -28% | -$7.03K | ﹤0.01% | 550 |
|
|
2022
Q3 | $23K | Sell |
410
-191
| -32% | -$13.5K | ﹤0.01% | 549 |
|
|
2022
Q2 | $37K | Buy |
601
+74
| +14% | +$6.76K | ﹤0.01% | 454 |
|
|
2022
Q1 | $71K | Buy |
527
+162
| +44% | +$19.6K | 0.01% | 353 |
|
|
2021
Q4 | $59K | Buy |
365
+6
| +2% | +$1.3K | 0.01% | 397 |
|
|
2021
Q3 | $86K | Buy |
359
+109
| +44% | +$28K | 0.01% | 337 |
|
|
2021
Q2 | $61K | Hold |
250
| – | – | 0.01% | 256 |
|
|
2021
Q1 | $57K | Hold |
250
| – | – | 0.01% | 237 |
|
|
2020
Q4 | $54K | Hold |
250
| – | – | 0.01% | 240 |
|
|
2020
Q3 | $41K | Hold |
250
| – | – | 0.01% | 254 |
|
|
2020
Q2 | $26K | Hold |
250
| – | – | 0.01% | 283 |
|
|
2020
Q1 | $13K | Hold |
250
| – | – | ﹤0.01% | 325 |
|
|
2019
Q4 | $16K | Hold |
250
| – | – | ﹤0.01% | 331 |
|
|
2019
Q3 | $15K | Hold |
250
| – | – | ﹤0.01% | 332 |
|
|
2019
Q2 | $18K | Sell |
250
-300
| -55% | -$21K | ﹤0.01% | 320 |
|
|
2019
Q1 | $41K | Hold |
550
| – | – | 0.01% | 239 |
|
|
2018
Q4 | $31K | Sell |
550
-1,710
| -76% | -$121K | 0.01% | 257 |
|
|
2018
Q3 | $224K | Buy |
2,260
+2,000
| +769% | +$154K | 0.06% | 137 |
|
|
2018
Q2 | $16K | Hold |
260
| – | – | ﹤0.01% | 332 |
|
|
2018
Q1 | $13K | Sell |
260
-1,740
| -87% | -$79.9K | ﹤0.01% | 350 |
|
|
2017
Q4 | $69K | Buy |
+2,000
| New | +$73.2K | 0.02% | 229 |
|
Other funds holding XYZ
CAM
JFS Wealth Advisors's XYZ Position: Q2 2026 in Review
JFS Wealth Advisors increased its Block Inc (XYZ) stake by 3% in Q2 2026, buying an estimated $633 and bringing the position to 305 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #733.
JFS Wealth Advisors first reported a position in XYZ in Q4 2017 and has held it in 35 quarters since. The position peaked at $224K in Q3 2018. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.
- JFS Wealth Advisors held 305 shares of Block Inc worth $23.2K as of Q2 2026.
- JFS Wealth Advisors bought 9 Block Inc shares in Q2 2026, an estimated $633.
- Block Inc made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #733 holding.
- JFS Wealth Advisors first reported a position in Block Inc in Q4 2017 and has held it in 35 quarters since.
- JFS Wealth Advisors's Block Inc position peaked at $224K in Q3 2018.
- 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.