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
2021
Q2
Sell
-460,000
Closed -$10.4M 4217
2021
Q1
$10.4M Buy
+460,000
New +$8.69M 0.01% 990

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. 408 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.
  • 408 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.