Bank of Montreal’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
Q2 | $954K | Buy |
25,048
+1,738
| +7% | +$60.6K | ﹤0.01% | 2107 |
|
|
2026
Q1 | $740K | Buy |
23,310
+598
| +3% | +$20.8K | ﹤0.01% | 2197 |
|
|
2025
Q4 | $990K | Sell |
22,712
-32,513
| -59% | -$1.52M | ﹤0.01% | 1986 |
|
|
2025
Q3 | $2.79M | Sell |
55,225
-92,696
| -63% | -$4.9M | ﹤0.01% | 1521 |
|
|
2025
Q2 | $8.12M | Buy |
147,921
+119,902
| +428% | +$6.92M | ﹤0.01% | 1067 |
|
|
2025
Q1 | $1.54M | Sell |
28,019
-228
| -0.8% | -$12.2K | ﹤0.01% | 1620 |
|
|
2024
Q4 | $1.49M | Buy |
28,247
+3,313
| +13% | +$195K | ﹤0.01% | 1680 |
|
|
2024
Q3 | $1.59M | Buy |
24,934
+467
| +2% | +$27.8K | ﹤0.01% | 1807 |
|
|
2024
Q2 | $1.33M | Buy |
24,467
+251
| +1% | +$12.5K | ﹤0.01% | 1876 |
|
|
2024
Q1 | $1.19M | Sell |
24,216
-458
| -2% | -$21.8K | ﹤0.01% | 1910 |
|
|
2023
Q4 | $1.21M | Sell |
24,674
-178,106
| -88% | -$7.94M | ﹤0.01% | 1949 |
|
|
2023
Q3 | $8.05M | Buy |
202,780
+164,981
| +436% | +$6.09M | ﹤0.01% | 1079 |
|
|
2023
Q2 | $1.25M | Sell |
37,799
-6,541
| -15% | -$211K | ﹤0.01% | 2059 |
|
|
2023
Q1 | $1.56M | Buy |
44,340
+11,409
| +35% | +$422K | ﹤0.01% | 1802 |
|
|
2022
Q4 | $1.37M | Buy |
32,931
+6,284
| +24% | +$255K | ﹤0.01% | 2004 |
|
|
2022
Q3 | $1.28K | Sell |
26,647
-14,513
| -35% | -$614K | ﹤0.01% | 2043 |
|
|
2022
Q2 | $1.44K | Buy |
41,160
+16,219
| +65% | +$501K | ﹤0.01% | 2081 |
|
|
2022
Q1 | $653K | Buy |
24,941
+253
| +1% | +$6.14K | ﹤0.01% | 2646 |
|
|
2021
Q4 | $585K | Sell |
24,688
-2,026
| -8% | -$49.1K | ﹤0.01% | 2284 |
|
|
2021
Q3 | $682K | Buy |
26,714
+1,258
| +5% | +$31.3K | ﹤0.01% | 2691 |
|
|
2021
Q2 | $595K | Sell |
25,456
-15,003
| -37% | -$355K | ﹤0.01% | 2744 |
|
|
2021
Q1 | $912K | Buy |
40,459
+18,223
| +82% | +$344K | ﹤0.01% | 2264 |
|
|
2020
Q4 | $358K | Sell |
22,236
-179,012
| -89% | -$3.09M | ﹤0.01% | 2887 |
|
|
2020
Q3 | $3.38M | Sell |
201,248
-28,480
| -12% | -$419K | ﹤0.01% | 1421 |
|
|
2020
Q2 | $3.02M | Sell |
229,728
-173,787
| -43% | -$2.75M | ﹤0.01% | 1428 |
|
|
2020
Q1 | $5.07M | Sell |
403,515
-53,315
| -12% | -$1.12M | 0.01% | 981 |
|
|
2019
Q4 | $10.7M | Buy |
456,830
+81,070
| +22% | +$1.95M | 0.01% | 942 |
|
|
2019
Q3 | $8.87M | Sell |
375,760
-33,763
| -8% | -$893K | 0.01% | 928 |
|
|
2019
Q2 | $12M | Buy |
409,523
+17,457
| +4% | +$469K | 0.01% | 816 |
|
|
2019
Q1 | $9.38M | Sell |
392,066
-129,197
| -25% | -$3.18M | 0.01% | 877 |
|
|
2018
Q4 | $13.2M | Sell |
521,263
-130,468
| -20% | -$3.48M | 0.01% | 686 |
|
|
2018
Q3 | $16.8M | Buy |
651,731
+28,577
| +5% | +$725K | 0.01% | 713 |
|
|
2018
Q2 | $14.2M | Sell |
623,154
-74,621
| -11% | -$1.98M | 0.01% | 738 |
|
|
2018
Q1 | $17.7M | Buy |
697,775
+44,976
| +7% | +$1.18M | 0.02% | 644 |
|
|
2017
Q4 | $17.1M | Sell |
652,799
-3,890
| -0.6% | -$101K | 0.01% | 670 |
|
|
2017
Q3 | $17.4M | Buy |
656,689
+135,620
| +26% | +$3.94M | 0.02% | 639 |
|
|
2017
Q2 | $16.1M | Sell |
521,069
-146,323
| -22% | -$3.84M | 0.02% | 655 |
|
|
2017
Q1 | $15.5M | Buy |
667,392
+85,188
| +15% | +$1.91M | 0.01% | 652 |
|
|
2016
Q4 | $12.9M | Buy |
582,204
+67,722
| +13% | +$1.55M | 0.01% | 705 |
|
|
2016
Q3 | $11.9M | Buy |
514,482
+97,758
| +23% | +$2.29M | 0.01% | 736 |
|
|
2016
Q2 | $9.59M | Buy |
416,724
+305,549
| +275% | +$6.79M | 0.01% | 822 |
|
|
2016
Q1 | $2.94M | Buy |
111,175
+12,835
| +13% | +$403K | ﹤0.01% | 1249 |
|
|
2015
Q4 | $3.27M | Sell |
98,340
-13,755
| -12% | -$489K | ﹤0.01% | 1174 |
|
|
2015
Q3 | $4.06M | Sell |
112,095
-499,728
| -82% | -$16.9M | 0.01% | 1023 |
|
|
2015
Q2 | $18.1M | Buy |
611,823
+510,425
| +503% | +$16M | 0.02% | 559 |
|
|
2015
Q1 | $3.25M | Sell |
101,398
-187,577
| -65% | -$6.28M | ﹤0.01% | 1182 |
|
|
2014
Q4 | $9.73M | Buy |
288,975
+48,532
| +20% | +$1.55M | 0.01% | 790 |
|
|
2014
Q3 | $7.46M | Buy |
240,443
+152,562
| +174% | +$4.97M | 0.01% | 931 |
|
|
2014
Q2 | $2.94M | Buy |
87,881
+21,382
| +32% | +$637K | ﹤0.01% | 1294 |
|
|
2014
Q1 | $2.01M | Buy |
66,499
+16,461
| +33% | +$494K | ﹤0.01% | 1333 |
|
|
2013
Q4 | $1.45M | Sell |
50,038
-6,242
| -11% | -$177K | ﹤0.01% | 1302 |
|
|
2013
Q3 | $1.5M | Sell |
56,280
-45,132
| -45% | -$1.31M | ﹤0.01% | 1271 |
|
|
2013
Q2 | $2.81M | Buy |
+101,412
| New | +$2.89M | 0.01% | 960 |
|
Other funds holding HRB
Bank of Montreal's HRB Position: Q2 2026 in Review
Bank of Montreal increased its H&R Block (HRB) stake by 7.5% in Q2 2026, buying an estimated $60.6K and bringing the position to 25,048 shares worth $954K. The position accounts for ﹤0.01% of the portfolio, ranked #2107.
Bank of Montreal first reported a position in HRB in Q2 2013 and has held it in 53 quarters since. The position peaked at $18.1M in Q2 2015. 507 funds tracked by Wall St. Rank hold HRB as of Q2 2026.
- Bank of Montreal held 25,048 shares of H&R Block worth $954K as of Q2 2026.
- Bank of Montreal bought 1,738 H&R Block shares in Q2 2026, an estimated $60.6K.
- H&R Block made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2107 holding.
- Bank of Montreal first reported a position in H&R Block in Q2 2013 and has held it in 53 quarters since.
- Bank of Montreal's H&R Block position peaked at $18.1M in Q2 2015.
- 507 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.