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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
Q3 		$483K Buy
6,567
+1,459
+29% +$116K ﹤0.01% 673
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

CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
UIA
Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
WFC
Western Financial Corp San Diego, California $300M AUM 87.13% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Gateway Investment Advisers's XYZ Position: Q3 2026 in Review

Gateway Investment Advisers increased its Block Inc (XYZ) stake by 29% in Q3 2026, buying an estimated $116K and bringing the position to 6,567 shares worth $483K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Gateway Investment Advisers first reported a position in XYZ in Q3 2020 and has held it in 25 quarters since. The position peaked at $8.1M in Q2 2023. 71 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Gateway Investment Advisers held 6,567 shares of Block Inc worth $483K as of Q3 2026.
  • Gateway Investment Advisers bought 1,459 Block Inc shares in Q3 2026, an estimated $116K.
  • Block Inc made up ﹤0.01% of Gateway Investment Advisers's portfolio in Q3 2026, its #673 holding.
  • Gateway Investment Advisers first reported a position in Block Inc in Q3 2020 and has held it in 25 quarters since.
  • Gateway Investment Advisers's Block Inc position peaked at $8.1M in Q2 2023.
  • 71 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Gateway Investment Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.