Bank of America’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
Q1 | $32M | Sell |
1,008,715
-45,007
| -4% | -$1.57M | ﹤0.01% | 1988 |
|
|
2025
Q4 | $45.9M | Buy |
1,053,722
+157,498
| +18% | +$7.36M | ﹤0.01% | 1615 |
|
|
2025
Q3 | $45.3M | Sell |
896,224
-115,863
| -11% | -$6.12M | ﹤0.01% | 1833 |
|
|
2025
Q2 | $55.6M | Sell |
1,012,087
-205,727
| -17% | -$11.9M | ﹤0.01% | 1619 |
|
|
2025
Q1 | $66.9M | Buy |
1,217,814
+302,930
| +33% | +$16.2M | 0.01% | 1352 |
|
|
2024
Q4 | $48.3M | Buy |
914,884
+121,455
| +15% | +$7.14M | ﹤0.01% | 1528 |
|
|
2024
Q3 | $50.4M | Sell |
793,429
-76,344
| -9% | -$4.55M | ﹤0.01% | 1557 |
|
|
2024
Q2 | $47.2M | Sell |
869,773
-32,031
| -4% | -$1.59M | ﹤0.01% | 1496 |
|
|
2024
Q1 | $44.3M | Buy |
901,804
+426,356
| +90% | +$20.3M | ﹤0.01% | 1563 |
|
|
2023
Q4 | $23M | Sell |
475,448
-79,847
| -14% | -$3.56M | ﹤0.01% | 2019 |
|
|
2023
Q3 | $23.9M | Buy |
555,295
+6,836
| +1% | +$252K | ﹤0.01% | 1852 |
|
|
2023
Q2 | $17.5M | Sell |
548,459
-1,207,289
| -69% | -$39M | ﹤0.01% | 2157 |
|
|
2023
Q1 | $61.9M | Buy |
1,755,748
+589,048
| +50% | +$21.8M | 0.01% | 1212 |
|
|
2022
Q4 | $42.6M | Buy |
1,166,700
+68,138
| +6% | +$2.77M | ﹤0.01% | 1409 |
|
|
2022
Q3 | $46.7M | Buy |
1,098,562
+609,241
| +125% | +$25.8M | 0.01% | 1311 |
|
|
2022
Q2 | $17.3M | Sell |
489,321
-237,341
| -33% | -$7.33M | ﹤0.01% | 2145 |
|
|
2022
Q1 | $18.9M | Buy |
726,662
+173,654
| +31% | +$4.22M | ﹤0.01% | 2192 |
|
|
2021
Q4 | $13M | Buy |
553,008
+77,752
| +16% | +$1.89M | ﹤0.01% | 2657 |
|
|
2021
Q3 | $11.9M | Sell |
475,256
-204,191
| -30% | -$5.09M | ﹤0.01% | 2664 |
|
|
2021
Q2 | $16M | Sell |
679,447
-26,277
| -4% | -$622K | ﹤0.01% | 2354 |
|
|
2021
Q1 | $15.4M | Buy |
705,724
+110,708
| +19% | +$2.09M | ﹤0.01% | 2285 |
|
|
2020
Q4 | $9.44M | Buy |
595,016
+174,759
| +42% | +$3.02M | ﹤0.01% | 2530 |
|
|
2020
Q3 | $6.85M | Sell |
420,257
-192,399
| -31% | -$2.83M | ﹤0.01% | 2616 |
|
|
2020
Q2 | $8.75M | Sell |
612,656
-232,285
| -27% | -$3.67M | ﹤0.01% | 2333 |
|
|
2020
Q1 | $11.9M | Sell |
844,941
-70,939
| -8% | -$1.49M | ﹤0.01% | 1910 |
|
|
2019
Q4 | $21.5M | Buy |
915,880
+239,334
| +35% | +$5.75M | ﹤0.01% | 1831 |
|
|
2019
Q3 | $16M | Sell |
676,546
-282,796
| -29% | -$7.48M | ﹤0.01% | 2048 |
|
|
2019
Q2 | $28.1M | Sell |
959,342
-161,687
| -14% | -$4.35M | ﹤0.01% | 1556 |
|
|
2019
Q1 | $26.8M | Buy |
1,121,029
+426,469
| +61% | +$10.5M | ﹤0.01% | 1578 |
|
|
2018
Q4 | $17.6M | Sell |
694,560
-164,945
| -19% | -$4.4M | ﹤0.01% | 1774 |
|
|
2018
Q3 | $22.1M | Sell |
859,505
-49,036
| -5% | -$1.24M | ﹤0.01% | 1742 |
|
|
2018
Q2 | $20.7M | Sell |
908,541
-87,531
| -9% | -$2.32M | ﹤0.01% | 1785 |
|
|
2018
Q1 | $25.3M | Sell |
996,072
-790,430
| -44% | -$20.8M | ﹤0.01% | 1581 |
|
|
2017
Q4 | $46.8M | Buy |
1,786,502
+29,886
| +2% | +$776K | 0.01% | 1142 |
|
|
2017
Q3 | $46.5M | Buy |
1,756,616
+182,905
| +12% | +$5.31M | 0.01% | 1200 |
|
|
2017
Q2 | $48.6M | Sell |
1,573,711
-8,863
| -0.6% | -$233K | 0.01% | 1057 |
|
|
2017
Q1 | $36.8M | Sell |
1,582,574
-7,764,526
| -83% | -$174M | 0.01% | 1242 |
|
|
2016
Q4 | $215M | Sell |
9,347,100
-1,921,186
| -17% | -$43.9M | 0.05% | 395 |
|
|
2016
Q3 | $261M | Buy |
11,268,286
+275,929
| +3% | +$6.46M | 0.06% | 324 |
|
|
2016
Q2 | $253M | Buy |
10,992,357
+745,077
| +7% | +$16.6M | 0.06% | 324 |
|
|
2016
Q1 | $271M | Buy |
10,247,280
+2,917,526
| +40% | +$91.6M | 0.07% | 294 |
|
|
2015
Q4 | $244M | Buy |
7,329,754
+6,103,650
| +498% | +$217M | 0.06% | 340 |
|
|
2015
Q3 | $44.4M | Buy |
1,226,104
+829,974
| +210% | +$28.1M | 0.01% | 1051 |
|
|
2015
Q2 | $11.7M | Sell |
396,130
-36,736
| -8% | -$1.15M | ﹤0.01% | 1787 |
|
|
2015
Q1 | $13.9M | Buy |
432,866
+265,445
| +159% | +$8.89M | ﹤0.01% | 1620 |
|
|
2014
Q4 | $5.64M | Sell |
167,421
-41,443
| -20% | -$1.33M | ﹤0.01% | 2450 |
|
|
2014
Q3 | $6.48M | Sell |
208,864
-87,626
| -30% | -$2.86M | ﹤0.01% | 2324 |
|
|
2014
Q2 | $9.94M | Buy |
296,490
+126,627
| +75% | +$3.77M | ﹤0.01% | 1935 |
|
|
2014
Q1 | $5.13M | Sell |
169,863
-19,563
| -10% | -$587K | ﹤0.01% | 2361 |
|
|
2013
Q4 | $5.5M | Sell |
189,426
-35,886
| -16% | -$1.02M | ﹤0.01% | 2398 |
|
|
2013
Q3 | $6.01M | Sell |
225,312
-34,598
| -13% | -$1.01M | ﹤0.01% | 2234 |
|
|
2013
Q2 | $7.21M | Buy |
+259,910
| New | +$7.42M | ﹤0.01% | 1980 |
|
Other funds holding HRB
VPM
VCM
Bank of America's HRB Position: Q1 2026 in Review
Bank of America reduced its H&R Block (HRB) stake by 4.3% in Q1 2026, selling an estimated $1.57M and leaving 1,008,715 shares worth $32M. The position accounts for ﹤0.01% of the portfolio, ranked #1988.
Bank of America first reported a position in HRB in Q2 2013 and has held it in 52 quarters since. The position peaked at $271M in Q1 2016. 482 funds tracked by Wall St. Rank hold HRB as of Q1 2026.
- Bank of America held 1,008,715 shares of H&R Block worth $32M as of Q1 2026.
- Bank of America sold 45,007 H&R Block shares in Q1 2026, an estimated $1.57M.
- H&R Block made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #1988 holding.
- Bank of America first reported a position in H&R Block in Q2 2013 and has held it in 52 quarters since.
- Bank of America's H&R Block position peaked at $271M in Q1 2016.
- 482 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.
Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.