Johnson Financial Group Inc (Wisconsin)’s Block Inc XYZ Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	-36	Closed	-$2.34K	–	985
2025 Q4	$2.34K	Sell	36 -1,066	-97%	-$73.5K	﹤0.01%	793
2025 Q3	$79.6K	Buy	1,102 +53	+5%	+$3.97K	﹤0.01%	490
2025 Q2	$71.3K	Buy	+1,049	New	+$61K	﹤0.01%	416
2025 Q1	–	Sell	-1,443	Closed	-$131K	–	969
2024 Q4	$131K	Sell	1,443 -66	-4%	-$5.41K	0.01%	341
2024 Q3	$101K	Buy	+1,509	New	+$97.5K	﹤0.01%	447
2024 Q2	–	Sell	-774	Closed	-$65.5K	–	974
2024 Q1	$65.5K	Buy	+774	New	+$56K	﹤0.01%	401
2023 Q1	–	Sell	-20	Closed	-$1.26K	–	723
2022 Q4	$1.26K	Sell	20 -25	-56%	-$1.54K	﹤0.01%	589
2022 Q3	$2K	Buy	45 +41	+1,025%	+$2.9K	﹤0.01%	597
2022 Q2	$0	Buy	+4	New	+$365	﹤0.01%	758
2020 Q1	–	Sell	-500	Closed	-$31K	–	525
2019 Q4	$31K	Hold	500	–	–	﹤0.01%	346
2019 Q3	$31K	Hold	500	–	–	﹤0.01%	374
2019 Q2	$36K	Hold	500	–	–	﹤0.01%	352
2019 Q1	$37K	Hold	500	–	–	﹤0.01%	341
2018 Q4	$28K	Buy	+500	New	+$35.3K	﹤0.01%	357

Other funds holding XYZ

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s XYZ Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 36 shares — an estimated $2.34K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in XYZ in Q4 2018 and held it in 14 quarters. The position peaked at $131K in Q4 2024. 993 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

Johnson Financial Group Inc (Wisconsin) reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 36 Block Inc shares in Q1 2026, an estimated $2.34K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Block Inc in Q4 2018 and held it in 14 quarters.
Johnson Financial Group Inc (Wisconsin)'s Block Inc position peaked at $131K in Q4 2024.
993 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.