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
2015 Q4	–	Sell	-100,000	Closed	-$3.62M	–	7359
2015 Q3	$3.62M	Buy	+100,000	New	+$3.39M	﹤0.01%	3202
2015 Q2	–	Sell	-182,200	Closed	-$5.84M	–	7331
2015 Q1	$5.84M	Buy	182,200 +45,400	+33%	+$1.52M	﹤0.01%	2331
2014 Q4	$4.61M	Buy	136,800 +124,800	+1,040%	+$4M	﹤0.01%	2624
2014 Q3	$372K	Sell	12,000 -305,900	-96%	-$9.97M	﹤0.01%	4850
2014 Q2	$10.7M	Buy	317,900 +35,800	+13%	+$1.07M	﹤0.01%	1867
2014 Q1	$8.52M	Buy	282,100 +255,300	+953%	+$7.66M	﹤0.01%	1906
2013 Q4	$778K	Buy	26,800 +9,100	+51%	+$258K	﹤0.01%	4335
2013 Q3	$472K	Sell	17,700 -2,600	-13%	-$75.7K	﹤0.01%	4693
2013 Q2	$563K	Buy	+20,300	New	+$579K	﹤0.01%	4632

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 $29.7B AUM 43.33% 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 $1.61T AUM 30.72% 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.