Baird Financial Group
HRB icon

Baird Financial Group’s H&R Block HRB Stock Holding History

Baird Financial Group’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 		$634K Buy
19,983
+1,394
+7% +$48.6K ﹤0.01% 1408
2025
Q4 		$810K Buy
18,589
+1,350
+8% +$63.1K ﹤0.01% 1318
2025
Q3 		$872K Buy
17,239
+1,686
+11% +$89.1K ﹤0.01% 1299
2025
Q2 		$854K Sell
15,553
-1,666
-10% -$96.2K ﹤0.01% 1255
2025
Q1 		$945K Buy
17,219
+120
+0.7% +$6.42K ﹤0.01% 1197
2024
Q4 		$904K Buy
17,099
+1,490
+10% +$87.6K ﹤0.01% 1210
2024
Q3 		$992K Sell
15,609
-655
-4% -$39K ﹤0.01% 1173
2024
Q2 		$882K Buy
16,264
+3,489
+27% +$174K ﹤0.01% 1211
2024
Q1 		$627K Sell
12,775
-204
-2% -$9.69K ﹤0.01% 1308
2023
Q4 		$628K Sell
12,979
-87
-0.7% -$3.88K ﹤0.01% 1285
2023
Q3 		$563K Buy
13,066
+1,698
+15% +$62.7K ﹤0.01% 1290
2023
Q2 		$362K Buy
11,368
+1,467
+15% +$47.4K ﹤0.01% 1451
2023
Q1 		$349K Buy
9,901
+35
+0.4% +$1.29K ﹤0.01% 1442
2022
Q4 		$360K Sell
9,866
-12
-0.1% -$488 ﹤0.01% 1400
2022
Q3 		$421K Sell
9,878
-257
-3% -$10.9K ﹤0.01% 1349
2022
Q2 		$358K Sell
10,135
-845
-8% -$26.1K ﹤0.01% 1476
2022
Q1 		$286K Buy
10,980
+1,665
+18% +$40.4K ﹤0.01% 1632
2021
Q4 		$219K Hold
9,315
– – ﹤0.01% 1791
2021
Q3 		$233K Buy
9,315
+73
+0.8% +$1.82K ﹤0.01% 1754
2021
Q2 		$217K Sell
9,242
-150
-2% -$3.55K ﹤0.01% 1670
2021
Q1 		$204K Buy
+9,392
New +$178K ﹤0.01% 1636
2020
Q4 		– Sell
-564,799
Closed -$9.2M – 1580
2020
Q3 		$9.2M Buy
564,799
+111,126
+24% +$1.63M 0.03% 377
2020
Q2 		$6.48M Buy
453,673
+101,208
+29% +$1.6M 0.02% 421
2020
Q1 		$5.01M Buy
352,465
+31,349
+10% +$657K 0.02% 444
2019
Q4 		$7.54M Buy
321,116
+144,729
+82% +$3.48M 0.03% 445
2019
Q3 		$4.17M Buy
176,387
+13,377
+8% +$354K 0.02% 562
2019
Q2 		$4.78M Sell
163,010
-8,608
-5% -$231K 0.02% 523
2019
Q1 		$4.11M Buy
171,618
+59,406
+53% +$1.46M 0.02% 486
2018
Q4 		$2.85M Buy
112,212
+94,266
+525% +$2.52M 0.02% 537
2018
Q3 		$466K Sell
17,946
-21,550
-55% -$547K ﹤0.01% 1062
2018
Q2 		$899K Sell
39,496
-62,326
-61% -$1.65M 0.01% 854
2018
Q1 		$2.59M Buy
101,822
+10,599
+12% +$279K 0.02% 571
2017
Q4 		$2.39M Buy
91,223
+4,844
+6% +$126K 0.02% 573
2017
Q3 		$2.29M Sell
86,379
-3,521
-4% -$102K 0.02% 589
2017
Q2 		$2.78M Sell
89,900
-3,040
-3% -$79.8K 0.02% 526
2017
Q1 		$2.16M Buy
92,940
+9,342
+11% +$209K 0.02% 577
2016
Q4 		$1.92M Sell
83,598
-89,399
-52% -$2.04M 0.02% 584
2016
Q3 		$4M Buy
172,997
+4,046
+2% +$94.7K 0.04% 413
2016
Q2 		$3.89M Buy
168,951
+4,255
+3% +$94.6K 0.04% 409
2016
Q1 		$4.35M Buy
164,696
+21,752
+15% +$683K 0.04% 379
2015
Q4 		$4.76M Buy
142,944
+28,008
+24% +$995K 0.05% 347
2015
Q3 		$4.16M Buy
114,936
+87,376
+317% +$2.96M 0.04% 368
2015
Q2 		$817K Buy
+27,560
New +$865K 0.01% 807

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

Baird Financial Group's HRB Position: Q1 2026 in Review

Baird Financial Group increased its H&R Block (HRB) stake by 7.5% in Q1 2026, buying an estimated $48.6K and bringing the position to 19,983 shares worth $634K. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

Baird Financial Group first reported a position in HRB in Q2 2015 and has held it in 43 quarters since. The position peaked at $9.2M in Q3 2020. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Baird Financial Group held 19,983 shares of H&R Block worth $634K as of Q1 2026.
  • Baird Financial Group bought 1,394 H&R Block shares in Q1 2026, an estimated $48.6K.
  • H&R Block made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1408 holding.
  • Baird Financial Group first reported a position in H&R Block in Q2 2015 and has held it in 43 quarters since.
  • Baird Financial Group's H&R Block position peaked at $9.2M in Q3 2020.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.