Advisory Services Network’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-2,502
| Closed | -$79.4K | – | 3289 |
|
|
2026
Q1 | $79.4K | Buy |
+2,502
| New | +$87.2K | ﹤0.01% | 2352 |
|
|
2025
Q4 | – | Sell |
-3,554
| Closed | -$180K | – | 2914 |
|
|
2025
Q3 | $180K | Buy |
+3,554
| New | +$188K | ﹤0.01% | 1745 |
|
|
2024
Q1 | – | Sell |
-1,713
| Closed | -$82.8K | – | 2429 |
|
|
2023
Q4 | $82.8K | Buy |
+1,713
| New | +$76.3K | ﹤0.01% | 1745 |
|
|
2023
Q3 | – | Sell |
-7,737
| Closed | -$247K | – | 1500 |
|
|
2023
Q2 | $247K | Sell |
7,737
-11,168
| -59% | -$361K | 0.01% | 1202 |
|
|
2023
Q1 | $666K | Buy |
18,905
+6,799
| +56% | +$251K | 0.02% | 775 |
|
|
2022
Q4 | $442K | Buy |
12,106
+3,147
| +35% | +$128K | 0.01% | 911 |
|
|
2022
Q3 | $380K | Buy |
8,959
+1,440
| +19% | +$60.9K | 0.01% | 930 |
|
|
2022
Q2 | $266K | Buy |
+7,519
| New | +$232K | 0.01% | 1127 |
|
|
2021
Q3 | – | Sell |
-3,303
| Closed | -$78K | – | 2221 |
|
|
2021
Q2 | $78K | Sell |
3,303
-15,384
| -82% | -$364K | ﹤0.01% | 1753 |
|
|
2021
Q1 | $407K | Buy |
18,687
+18,520
| +11,090% | +$350K | 0.02% | 911 |
|
|
2020
Q4 | $3K | Sell |
167
-135
| -45% | -$2.33K | ﹤0.01% | 2881 |
|
|
2020
Q3 | $5K | Buy |
+302
| New | +$4.44K | ﹤0.01% | 2767 |
|
|
2020
Q2 | – | Sell |
-333
| Closed | -$5K | – | 1785 |
|
|
2020
Q1 | $5K | Sell |
333
-369
| -53% | -$7.73K | ﹤0.01% | 2471 |
|
|
2019
Q4 | $17K | Sell |
702
-1,012
| -59% | -$24.3K | ﹤0.01% | 2098 |
|
|
2019
Q3 | $50K | Hold |
1,714
| – | – | ﹤0.01% | 1364 |
|
|
2019
Q2 | $50K | Buy |
1,714
+147
| +9% | +$3.95K | ﹤0.01% | 1362 |
|
|
2019
Q1 | $38K | Sell |
1,567
-20,919
| -93% | -$514K | ﹤0.01% | 1342 |
|
|
2018
Q4 | $570K | Sell |
22,486
-3,434
| -13% | -$91.7K | 0.05% | 449 |
|
|
2018
Q3 | $667K | Buy |
25,920
+24,519
| +1,750% | +$622K | 0.05% | 451 |
|
|
2018
Q2 | $36K | Sell |
1,401
-23
| -2% | -$610 | ﹤0.01% | 1325 |
|
|
2018
Q1 | $36K | Buy |
1,424
+74
| +5% | +$1.95K | ﹤0.01% | 1434 |
|
|
2017
Q4 | $35K | Hold |
1,350
| – | – | ﹤0.01% | 1425 |
|
|
2017
Q3 | $36K | Hold |
1,350
| – | – | ﹤0.01% | 1221 |
|
|
2017
Q2 | $42K | Sell |
1,350
-101
| -7% | -$2.65K | 0.01% | 1101 |
|
|
2017
Q1 | $34K | Buy |
+1,451
| New | +$32.4K | ﹤0.01% | 1095 |
|
|
2016
Q3 | $16K | Sell |
700
-390
| -36% | -$9.13K | ﹤0.01% | 1178 |
|
|
2016
Q2 | $25K | Hold |
1,090
| – | – | 0.01% | 967 |
|
|
2016
Q1 | $29K | Sell |
1,090
-87
| -7% | -$2.73K | 0.01% | 820 |
|
|
2015
Q4 | $39K | Buy |
1,177
+490
| +71% | +$17.4K | 0.01% | 635 |
|
|
2015
Q3 | $25K | Sell |
687
-153
| -18% | -$5.18K | 0.01% | 690 |
|
|
2015
Q2 | $25K | Sell |
840
-33
| -4% | -$1.03K | 0.01% | 667 |
|
|
2015
Q1 | $28K | Buy |
873
+37
| +4% | +$1.24K | 0.01% | 611 |
|
|
2014
Q4 | $27K | Buy |
+836
| New | +$26.8K | 0.01% | 523 |
|
|
2014
Q1 | – | Sell |
-780
| Closed | -$23K | – | 464 |
|
|
2013
Q4 | $23K | Buy |
+780
| New | +$22.1K | 0.01% | 448 |
|
Other funds holding HRB
Advisory Services Network's HRB Position: Q2 2026 in Review
Advisory Services Network sold out of H&R Block (HRB) in Q2 2026, closing a stake of 2,502 shares — an estimated $79.4K sold.
Advisory Services Network first reported a position in HRB in Q4 2013 and held it in 34 quarters. The position peaked at $667K in Q3 2018. 536 funds tracked by Wall St. Rank hold HRB as of Q2 2026.
- Advisory Services Network reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
- Advisory Services Network sold 2,502 H&R Block shares in Q2 2026, an estimated $79.4K.
- Advisory Services Network first reported a position in H&R Block in Q4 2013 and held it in 34 quarters.
- Advisory Services Network's H&R Block position peaked at $667K in Q3 2018.
- 536 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.
Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.