JRPIM
XYZ

Journey Retirement Planning & Investment Management’s Block Inc XYZ Stock Holding History

Journey Retirement Planning & Investment Management’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 		$338K Sell
4,453
-327
-7% -$23K 0.26% 110
2026
Q1 		$288K Sell
4,780
-13,284
-74% -$808K 0.25% 106
2025
Q4 		$1.18M Buy
+18,064
New +$1.25M 0.24% 102

Other funds holding XYZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Journey Retirement Planning & Investment Management's XYZ Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management reduced its Block Inc (XYZ) stake by 6.8% in Q2 2026, selling an estimated $23K and leaving 4,453 shares worth $338K. The position accounts for 0.26% of the portfolio, ranked #110.

Journey Retirement Planning & Investment Management first reported a position in XYZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.18M in Q4 2025. 556 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 4,453 shares of Block Inc worth $338K as of Q2 2026.
  • Journey Retirement Planning & Investment Management sold 327 Block Inc shares in Q2 2026, an estimated $23K.
  • Block Inc made up 0.26% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #110 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Block Inc in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Block Inc position peaked at $1.18M in Q4 2025.
  • 556 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.