GIA
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Gateway Investment Advisers’s H&R Block HRB Stock Holding History

Gateway Investment Advisers’s Portfolio HRB Stock Details HRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,826
Closed -$210K – 701
2025
Q4 		$210K Buy
4,826
+826
+21% +$38.6K ﹤0.01% 572
2025
Q3 		$202K Buy
+4,000
New +$211K ﹤0.01% 523
2019
Q3 		– Sell
-8,321
Closed -$244K – 611
2019
Q2 		$244K Sell
8,321
-263
-3% -$7.07K ﹤0.01% 646
2019
Q1 		$206K Sell
8,584
-915
-10% -$22.5K ﹤0.01% 653
2018
Q4 		$241K Hold
9,499
– – ﹤0.01% 645
2018
Q3 		$245K Sell
9,499
-177
-2% -$4.49K ﹤0.01% 646
2018
Q2 		$220K Sell
9,676
-978
-9% -$26K ﹤0.01% 651
2018
Q1 		$271K Sell
10,654
-338
-3% -$8.89K ﹤0.01% 650
2017
Q4 		$288K Sell
10,992
-1,520
-12% -$39.5K ﹤0.01% 645
2017
Q3 		$331K Sell
12,512
-358
-3% -$10.4K ﹤0.01% 644
2017
Q2 		$398K Buy
12,870
+35
+0.3% +$919 ﹤0.01% 618
2017
Q1 		$298K Sell
12,835
-2,172
-14% -$48.6K ﹤0.01% 632
2016
Q4 		$345K Sell
15,007
-1,390
-8% -$31.8K ﹤0.01% 620
2016
Q3 		$380K Sell
16,397
-414
-2% -$9.69K ﹤0.01% 612
2016
Q2 		$387K Hold
16,811
– – ﹤0.01% 615
2016
Q1 		$444K Sell
16,811
-7,610
-31% -$239K ﹤0.01% 592
2015
Q4 		$813K Sell
24,421
-4,435
-15% -$158K 0.01% 554
2015
Q3 		$1.04M Sell
28,856
-2,038
-7% -$69K 0.01% 506
2015
Q2 		$916K Sell
30,894
-689
-2% -$21.6K 0.01% 561
2015
Q1 		$1.01M Sell
31,583
-281
-0.9% -$9.41K 0.01% 538
2014
Q4 		$1.07M Sell
31,864
-847
-3% -$27.1K 0.01% 529
2014
Q3 		$1.01M Buy
32,711
+50
+0.2% +$1.63K 0.01% 554
2014
Q2 		$1.09M Buy
32,661
+4,200
+15% +$125K 0.01% 543
2014
Q1 		$859K Sell
28,461
-630
-2% -$18.9K 0.01% 554
2013
Q4 		$845K Sell
29,091
-450
-2% -$12.8K 0.01% 550
2013
Q3 		$788K Buy
29,541
+1,522
+5% +$44.3K 0.01% 550
2013
Q2 		$778K Buy
+28,019
New +$799K 0.01% 523

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gateway Investment Advisers's HRB Position: Q1 2026 in Review

Gateway Investment Advisers sold out of H&R Block (HRB) in Q1 2026, closing a stake of 4,826 shares — an estimated $210K sold.

Gateway Investment Advisers first reported a position in HRB in Q2 2013 and held it in 27 quarters. The position peaked at $1.09M in Q2 2014. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Gateway Investment Advisers reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
  • Gateway Investment Advisers sold 4,826 H&R Block shares in Q1 2026, an estimated $210K.
  • Gateway Investment Advisers first reported a position in H&R Block in Q2 2013 and held it in 27 quarters.
  • Gateway Investment Advisers's H&R Block position peaked at $1.09M in Q2 2014.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Gateway Investment Advisers's 13F filing for Q1 2026, filed 13 Apr 2026.