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American National Bank & Trust’s H&R Block HRB Stock Holding History

American National Bank & Trust’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
-95
Closed -$4.14K – 657
2025
Q4 		$4.14K Buy
+95
New +$4.44K ﹤0.01% 585

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

American National Bank & Trust's HRB Position: Q1 2026 in Review

American National Bank & Trust sold out of H&R Block (HRB) in Q1 2026, closing a stake of 95 shares — an estimated $4.14K sold.

American National Bank & Trust first reported a position in HRB in Q4 2025 and held it in 1 quarter. The position peaked at $4.14K in Q4 2025. 482 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • American National Bank & Trust reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
  • American National Bank & Trust sold 95 H&R Block shares in Q1 2026, an estimated $4.14K.
  • American National Bank & Trust first reported a position in H&R Block in Q4 2025 and held it in 1 quarter.
  • American National Bank & Trust's H&R Block position peaked at $4.14K in Q4 2025.
  • 482 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on American National Bank & Trust's 13F filing for Q1 2026, filed 24 Apr 2026.