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JNBA Financial Advisors’s Block Inc XYZ Stock Holding History

JNBA Financial Advisors’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
Q2 		– Sell
-20
Closed -$1.09K – 696
2025
Q1 		$1.09K Sell
20
-27
-57% -$2.02K ﹤0.01% 615
2024
Q4 		$4K Hold
47
– – ﹤0.01% 552
2024
Q3 		$3.16K Hold
47
– – ﹤0.01% 577
2024
Q2 		$3.03K Hold
47
– – ﹤0.01% 554
2024
Q1 		$3.98K Hold
47
– – ﹤0.01% 557
2023
Q4 		$3.64K Hold
47
– – ﹤0.01% 564
2023
Q3 		$2.08K Hold
47
– – ﹤0.01% 622
2023
Q2 		$3.13K Hold
47
– – ﹤0.01% 587
2023
Q1 		$3.23K Hold
47
– – ﹤0.01% 589
2022
Q4 		$2.95K Sell
47
-150
-76% -$9.26K ﹤0.01% 557
2022
Q3 		$11K Sell
197
-18
-8% -$1.27K ﹤0.01% 450
2022
Q2 		$13K Buy
215
+18
+9% +$1.65K ﹤0.01% 461
2022
Q1 		$27K Buy
197
+136
+223% +$16.5K ﹤0.01% 366
2021
Q4 		$10K Sell
61
-16
-21% -$3.47K ﹤0.01% 534
2021
Q3 		$18K Hold
77
– – ﹤0.01% 438
2021
Q2 		$19K Hold
77
– – ﹤0.01% 410
2021
Q1 		$17K Hold
77
– – ﹤0.01% 406
2020
Q4 		$17K Buy
77
+20
+35% +$3.9K ﹤0.01% 384
2020
Q3 		$9K Hold
57
– – ﹤0.01% 430
2020
Q2 		$6K Buy
57
+27
+90% +$2.07K ﹤0.01% 449
2020
Q1 		$2K Hold
30
– – ﹤0.01% 518
2019
Q4 		$2K Hold
30
– – ﹤0.01% 576
2019
Q3 		$2K Sell
30
-100
-77% -$6.79K ﹤0.01% 561
2019
Q2 		$9K Buy
130
+116
+829% +$8.1K ﹤0.01% 447
2019
Q1 		$1K Hold
14
– – ﹤0.01% 539
2018
Q4 		$1K Buy
+14
New +$989 ﹤0.01% 515

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JNBA Financial Advisors's XYZ Position: Q2 2025 in Review

JNBA Financial Advisors sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 20 shares — an estimated $1.09K sold.

JNBA Financial Advisors first reported a position in XYZ in Q4 2018 and held it in 26 quarters. The position peaked at $27K in Q1 2022. 990 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

  • JNBA Financial Advisors reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
  • JNBA Financial Advisors sold 20 Block Inc shares in Q2 2025, an estimated $1.09K.
  • JNBA Financial Advisors first reported a position in Block Inc in Q4 2018 and held it in 26 quarters.
  • JNBA Financial Advisors's Block Inc position peaked at $27K in Q1 2022.
  • 990 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on JNBA Financial Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.