Raymond James Financial
XYZ

Raymond James Financial’s Block Inc XYZ Stock Holding History

Raymond James Financial’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 		$67.6M Buy
889,858
+211,130
+31% +$14.8M 0.02% 772
2026
Q1 		$40.8M Buy
678,728
+68,385
+11% +$4.16M 0.01% 985
2025
Q4 		$39.7M Buy
610,343
+64,045
+12% +$4.42M 0.01% 966
2025
Q3 		$39.5M Sell
546,298
-39,163
-7% -$2.93M 0.01% 952
2025
Q2 		$39.8M Sell
585,461
-894,078
-60% -$52M 0.01% 900
2025
Q1 		$80.4M Buy
1,479,539
+723,974
+96% +$54M 0.03% 506
2024
Q4 		$64.2M Buy
+755,565
New +$62M 0.02% 605

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 $3.38T AUM 44.17% 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

Raymond James Financial's XYZ Position: Q2 2026 in Review

Raymond James Financial increased its Block Inc (XYZ) stake by 31% in Q2 2026, buying an estimated $14.8M and bringing the position to 889,858 shares worth $67.6M. The position accounts for 0.02% of the portfolio, ranked #772.

Raymond James Financial first reported a position in XYZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $80.4M in Q1 2025. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Raymond James Financial held 889,858 shares of Block Inc worth $67.6M as of Q2 2026.
  • Raymond James Financial bought 211,130 Block Inc shares in Q2 2026, an estimated $14.8M.
  • Block Inc made up 0.02% of Raymond James Financial's portfolio in Q2 2026, its #772 holding.
  • Raymond James Financial first reported a position in Block Inc in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Block Inc position peaked at $80.4M in Q1 2025.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

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