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
Q1 		$600K Buy
+10,000
New +$608K ﹤0.01% 4229

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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 $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial's XYZ Position: Q1 2026 in Review

Raymond James Financial increased its Block Inc (XYZ) stake by 11% in Q1 2026, buying an estimated $4.16M and bringing the position to 678,728 shares worth $40.8M. The position accounts for 0.01% of the portfolio, ranked #985.

Raymond James Financial first reported a position in XYZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $80.4M in Q1 2025. 989 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Raymond James Financial held 678,728 shares of Block Inc worth $40.8M as of Q1 2026.
  • Raymond James Financial bought 68,385 Block Inc shares in Q1 2026, an estimated $4.16M.
  • Block Inc made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #985 holding.
  • Raymond James Financial first reported a position in Block Inc in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Block Inc position peaked at $80.4M in Q1 2025.
  • 989 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.