American Century Companies’s H&R Block HRB Stock Holding History

American Century Companies’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	-11,226	Closed	-$489K	–	2879
2025 Q4	$489K	Sell	11,226 -80,395	-88%	-$3.76M	﹤0.01%	2523
2025 Q3	$4.63M	Sell	91,621 -167,824	-65%	-$8.87M	﹤0.01%	1754
2025 Q2	$14.2M	Buy	259,445 +210,037	+425%	+$12.1M	0.01%	1237
2025 Q1	$2.71M	Sell	49,408 -53,952	-52%	-$2.88M	﹤0.01%	1864
2024 Q4	$5.46M	Sell	103,360 -122,857	-54%	-$7.22M	﹤0.01%	1568
2024 Q3	$14.4M	Sell	226,217 -50,141	-18%	-$2.99M	0.01%	1169
2024 Q2	$15M	Buy	276,358 +148,790	+117%	+$7.41M	0.01%	1076
2024 Q1	$6.26M	Sell	127,568 -190,443	-60%	-$9.05M	﹤0.01%	1388
2023 Q4	$15.4M	Sell	318,011 -196,663	-38%	-$8.77M	0.01%	970
2023 Q3	$22.2M	Buy	514,674 +63,942	+14%	+$2.36M	0.02%	768
2023 Q2	$14.4M	Buy	450,732 +109,039	+32%	+$3.52M	0.01%	905
2023 Q1	$12M	Sell	341,693 -326,742	-49%	-$12.1M	0.01%	951
2022 Q4	$24.4M	Sell	668,435 -140,143	-17%	-$5.7M	0.02%	656
2022 Q3	$34.4M	Buy	808,578 +145,647	+22%	+$6.16M	0.03%	493
2022 Q2	$23.4M	Sell	662,931 -69,680	-10%	-$2.15M	0.02%	624
2022 Q1	$19.1M	Buy	732,611 +97,346	+15%	+$2.36M	0.01%	702
2021 Q4	$15M	Sell	635,265 -903,729	-59%	-$21.9M	0.01%	774
2021 Q3	$38.5M	Buy	1,538,994 +1,415,222	+1,143%	+$35.3M	0.03%	519
2021 Q2	$2.91M	Buy	123,772 +55,597	+82%	+$1.32M	﹤0.01%	1122
2021 Q1	$1.49M	Sell	68,175 -21,079	-24%	-$398K	﹤0.01%	1277
2020 Q4	$1.42M	Sell	89,254 -46,041	-34%	-$795K	﹤0.01%	1151
2020 Q3	$2.2M	Sell	135,295 -17,474	-11%	-$257K	﹤0.01%	948
2020 Q2	$2.18M	Buy	152,769 +113,869	+293%	+$1.8M	﹤0.01%	888
2020 Q1	$548K	Sell	38,900 -13,096	-25%	-$274K	﹤0.01%	1144
2019 Q4	$1.22M	Buy	+51,996	New	+$1.25M	﹤0.01%	1066
2019 Q3	–	Sell	-7,748	Closed	-$227K	–	1253
2019 Q2	$227K	Buy	+7,748	New	+$208K	﹤0.01%	1226
2019 Q1	–	Sell	-2,132,725	Closed	-$54.1M	–	1268
2018 Q4	$54.1M	Sell	2,132,725 -1,061,678	-33%	-$28.3M	0.06%	327
2018 Q3	$82.3M	Buy	3,194,403 +435,367	+16%	+$11M	0.08%	282
2018 Q2	$62.9M	Buy	2,759,036 +366,183	+15%	+$9.72M	0.06%	319
2018 Q1	$60.8M	Buy	2,392,853 +205,289	+9%	+$5.4M	0.06%	329
2017 Q4	$57.4M	Sell	2,187,564 -129,111	-6%	-$3.35M	0.06%	351
2017 Q3	$61.3M	Buy	2,316,675 +1,124,910	+94%	+$32.7M	0.06%	341
2017 Q2	$36.8M	Buy	1,191,765 +1,170,060	+5,391%	+$30.7M	0.04%	413
2017 Q1	$505K	Buy	+21,705	New	+$485K	﹤0.01%	1232
2016 Q1	–	Sell	-1,247,799	Closed	-$41.6M	–	1330
2015 Q4	$41.6M	Sell	1,247,799 -290,569	-19%	-$10.3M	0.05%	400
2015 Q3	$55.7M	Sell	1,538,368 -881,505	-36%	-$29.9M	0.07%	351
2015 Q2	$71.7M	Sell	2,419,873 -370,429	-13%	-$11.6M	0.08%	318
2015 Q1	$89.5M	Buy	2,790,302 +211,158	+8%	+$7.07M	0.1%	277
2014 Q4	$86.9M	Buy	2,579,144 +488,431	+23%	+$15.6M	0.1%	275
2014 Q3	$64.8M	Buy	+2,090,713	New	+$68.2M	0.08%	312

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies's HRB Position: Q1 2026 in Review

American Century Companies sold out of H&R Block (HRB) in Q1 2026, closing a stake of 11,226 shares — an estimated $489K sold.

American Century Companies first reported a position in HRB in Q3 2014 and held it in 40 quarters. The position peaked at $89.5M in Q1 2015. 482 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

American Century Companies reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
American Century Companies sold 11,226 H&R Block shares in Q1 2026, an estimated $489K.
American Century Companies first reported a position in H&R Block in Q3 2014 and held it in 40 quarters.
American Century Companies's H&R Block position peaked at $89.5M in Q1 2015.
482 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on American Century Companies's 13F filing for Q1 2026, filed 15 May 2026.