AWM
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AE Wealth Management’s H&R Block HRB Stock Holding History

AE Wealth Management’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 		$412K Sell
12,974
-1,323
-9% -$46.1K ﹤0.01% 1206
2025
Q4 		$623K Buy
14,297
+3,310
+30% +$155K ﹤0.01% 963
2025
Q3 		$556K Buy
10,987
+1,600
+17% +$84.6K ﹤0.01% 932
2025
Q2 		$515K Sell
9,387
-26
-0.3% -$1.5K ﹤0.01% 913
2025
Q1 		$517K Sell
9,413
-635
-6% -$33.9K ﹤0.01% 912
2024
Q4 		$531K Sell
10,048
-197
-2% -$11.6K ﹤0.01% 892
2024
Q3 		$651K Sell
10,245
-1,312
-11% -$78.2K 0.01% 809
2024
Q2 		$627K Sell
11,557
-623
-5% -$31K 0.01% 823
2024
Q1 		$598K Sell
12,180
-4,523
-27% -$215K 0.01% 774
2023
Q4 		$797K Sell
16,703
-4,057
-20% -$181K ﹤0.01% 1236
2023
Q3 		$894K Buy
20,760
+6,025
+41% +$222K 0.01% 1138
2023
Q2 		$470K Sell
14,735
-1,701
-10% -$54.9K ﹤0.01% 1433
2023
Q1 		$579K Sell
16,436
-5,148
-24% -$190K ﹤0.01% 1271
2022
Q4 		$788K Buy
21,584
+4,509
+26% +$183K 0.01% 1091
2022
Q3 		$726K Sell
17,075
-4,025
-19% -$170K 0.01% 1073
2022
Q2 		$745K Buy
21,100
+1,478
+8% +$45.6K 0.01% 998
2022
Q1 		$511K Sell
19,622
-11,580
-37% -$281K ﹤0.01% 1233
2021
Q4 		$735K Buy
31,202
+14,260
+84% +$346K 0.01% 1082
2021
Q3 		$424K Buy
16,942
+2,399
+16% +$59.8K ﹤0.01% 1232
2021
Q2 		$341K Buy
+14,543
New +$344K ﹤0.01% 1291
2020
Q3 		– Sell
-45,236
Closed -$646K – 1315
2020
Q2 		$646K Buy
+45,236
New +$715K 0.01% 766

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

AE Wealth Management's HRB Position: Q1 2026 in Review

AE Wealth Management reduced its H&R Block (HRB) stake by 9.3% in Q1 2026, selling an estimated $46.1K and leaving 12,974 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #1206.

AE Wealth Management first reported a position in HRB in Q2 2020 and has held it in 21 quarters since. The position peaked at $894K in Q3 2023. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • AE Wealth Management held 12,974 shares of H&R Block worth $412K as of Q1 2026.
  • AE Wealth Management sold 1,323 H&R Block shares in Q1 2026, an estimated $46.1K.
  • H&R Block made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1206 holding.
  • AE Wealth Management first reported a position in H&R Block in Q2 2020 and has held it in 21 quarters since.
  • AE Wealth Management's H&R Block position peaked at $894K in Q3 2023.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.