GIA
XYZ

Gateway Investment Advisers’s Block Inc XYZ Stock Holding History

Gateway Investment Advisers’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 		$388K Sell
5,108
-3,024
-37% -$213K ﹤0.01% 654
2026
Q1 		$489K Sell
8,132
-38,746
-83% -$2.36M 0.01% 495
2025
Q4 		$3.05M Sell
46,878
-45,692
-49% -$3.15M 0.03% 244
2025
Q3 		$6.69M Buy
92,570
+18,440
+25% +$1.38M 0.06% 166
2025
Q2 		$5.04M Buy
74,130
+53,112
+253% +$3.09M 0.06% 194
2025
Q1 		$1.14M Sell
21,018
-4
-0% -$299 0.01% 316
2024
Q4 		$1.79M Sell
21,022
-11,699
-36% -$960K 0.02% 265
2024
Q3 		$2.2M Sell
32,721
-59,909
-65% -$3.87M 0.02% 253
2024
Q2 		$5.97M Buy
92,630
+66,183
+250% +$4.63M 0.07% 177
2024
Q1 		$2.24M Buy
26,447
+2,368
+10% +$171K 0.03% 265
2023
Q4 		$1.86M Buy
24,079
+12,185
+102% +$689K 0.02% 277
2023
Q3 		$526K Sell
11,894
-109,753
-90% -$6.8M 0.01% 378
2023
Q2 		$8.1M Buy
121,647
+43,465
+56% +$2.72M 0.1% 168
2023
Q1 		$5.37M Buy
78,182
+32,861
+73% +$2.46M 0.07% 211
2022
Q4 		$2.85M Sell
45,321
-7,804
-15% -$482K 0.04% 277
2022
Q3 		$2.92M Buy
53,125
+40,388
+317% +$2.86M 0.04% 271
2022
Q2 		$783K Sell
12,737
-24,292
-66% -$2.22M 0.01% 382
2022
Q1 		$5.02M Buy
37,029
+11,644
+46% +$1.41M 0.05% 238
2021
Q4 		$4.1M Buy
25,385
+8,925
+54% +$1.93M 0.04% 253
2021
Q3 		$3.95M Sell
16,460
-15
-0.1% -$3.85K 0.04% 253
2021
Q2 		$4.02M Buy
16,475
+284
+2% +$65.9K 0.04% 258
2021
Q1 		$3.68M Buy
16,191
+33
+0.2% +$7.72K 0.04% 263
2020
Q4 		$3.52M Buy
16,158
+22
+0.1% +$4.29K 0.04% 274
2020
Q3 		$2.62M Buy
+16,136
New +$2.28M 0.03% 286

Other funds holding XYZ

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Gateway Investment Advisers's XYZ Position: Q2 2026 in Review

Gateway Investment Advisers reduced its Block Inc (XYZ) stake by 37% in Q2 2026, selling an estimated $213K and leaving 5,108 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Gateway Investment Advisers first reported a position in XYZ in Q3 2020 and has held it in 24 quarters since. The position peaked at $8.1M in Q2 2023. 259 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Gateway Investment Advisers held 5,108 shares of Block Inc worth $388K as of Q2 2026.
  • Gateway Investment Advisers sold 3,024 Block Inc shares in Q2 2026, an estimated $213K.
  • Block Inc made up ﹤0.01% of Gateway Investment Advisers's portfolio in Q2 2026, its #654 holding.
  • Gateway Investment Advisers first reported a position in Block Inc in Q3 2020 and has held it in 24 quarters since.
  • Gateway Investment Advisers's Block Inc position peaked at $8.1M in Q2 2023.
  • 259 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Gateway Investment Advisers's 13F filing for Q2 2026, filed 20 Jul 2026.