Jones Financial Companies
XYZ

Jones Financial Companies’s Block Inc XYZ Stock Holding History

Jones Financial Companies’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
Q2 		$3.6M Buy
46,227
+11,252
+32% +$791K ﹤0.01% 1336
2026
Q1 		$1.96M Buy
34,975
+12,787
+58% +$778K ﹤0.01% 1437
2025
Q4 		$1.44M Buy
22,188
+1,005
+5% +$69.3K ﹤0.01% 1088
2025
Q3 		$1.56M Buy
21,183
+167
+0.8% +$12.5K ﹤0.01% 954
2025
Q2 		$1.4M Sell
21,016
-2,385
-10% -$139K ﹤0.01% 876
2025
Q1 		$1.29M Buy
23,401
+8,526
+57% +$636K ﹤0.01% 773
2024
Q4 		$1.26M Buy
14,875
+5,810
+64% +$477K ﹤0.01% 680
2024
Q3 		$607K Buy
9,065
+4,565
+101% +$295K ﹤0.01% 754
2024
Q2 		$290K Buy
4,500
+3,141
+231% +$220K ﹤0.01% 718
2024
Q1 		$115K Buy
+1,359
New +$98.3K ﹤0.01% 568
2022
Q3 		– Sell
-3
Closed – – 754
2022
Q2 		$0 Sell
3
-32
-91% -$2.92K ﹤0.01% 853
2022
Q1 		$5K Sell
35
-136
-80% -$16.5K ﹤0.01% 589
2021
Q4 		$28K Buy
171
+32
+23% +$6.93K ﹤0.01% 425
2021
Q3 		$33K Hold
139
– – ﹤0.01% 373
2021
Q2 		$34K Sell
139
-61
-31% -$14.1K ﹤0.01% 352
2021
Q1 		$45K Buy
200
+104
+108% +$24.3K ﹤0.01% 362
2020
Q4 		$21K Buy
+96
New +$18.7K ﹤0.01% 362

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

Jones Financial Companies's XYZ Position: Q2 2026 in Review

Jones Financial Companies increased its Block Inc (XYZ) stake by 32% in Q2 2026, buying an estimated $791K and bringing the position to 46,227 shares worth $3.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

Jones Financial Companies first reported a position in XYZ in Q4 2020 and has held it in 17 quarters since. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Jones Financial Companies held 46,227 shares of Block Inc worth $3.6M as of Q2 2026.
  • Jones Financial Companies bought 11,252 Block Inc shares in Q2 2026, an estimated $791K.
  • Block Inc made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1336 holding.
  • Jones Financial Companies first reported a position in Block Inc in Q4 2020 and has held it in 17 quarters since.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.