Bank of America’s H&R Block HRB Stock Holding History

Bank of America’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
2018 Q3	–	Sell	-270,000	Closed	-$6.15M	–	7344
2018 Q2	$6.15M	Hold	270,000	–	–	﹤0.01%	2949
2018 Q1	$6.86M	Buy	+270,000	New	+$7.1M	﹤0.01%	2767
2017 Q2	–	Sell	-190,400	Closed	-$4.43M	–	7034
2017 Q1	$4.43M	Buy	+190,400	New	+$4.26M	﹤0.01%	3147
2015 Q4	–	Sell	-280,000	Closed	-$10.1M	–	7358
2015 Q3	$10.1M	Buy	280,000 +117,000	+72%	+$3.96M	﹤0.01%	2202
2015 Q2	$4.83M	Buy	163,000 +15,200	+10%	+$477K	﹤0.01%	2613
2015 Q1	$4.74M	Buy	147,800 +141,600	+2,284%	+$4.74M	﹤0.01%	2529
2014 Q4	$209K	Sell	6,200 -1,200	-16%	-$38.4K	﹤0.01%	5334
2014 Q3	$229K	Sell	7,400 -4,100	-36%	-$134K	﹤0.01%	5276
2014 Q2	$385K	Sell	11,500 -96,000	-89%	-$2.86M	﹤0.01%	4880
2014 Q1	$3.25M	Buy	107,500 +91,000	+552%	+$2.73M	﹤0.01%	2790
2013 Q4	$479K	Buy	16,500 +4,000	+32%	+$114K	﹤0.01%	4803
2013 Q3	$333K	Buy	12,500 +1,500	+14%	+$43.7K	﹤0.01%	4992
2013 Q2	$305K	Buy	+11,000	New	+$314K	﹤0.01%	5220

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 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 $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return

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. 483 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.
483 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.