Bank of New York Mellon’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 | $56.2M | Sell |
1,476,375
-40,510
| -3% | -$1.41M | 0.01% | 992 |
|
|
2026
Q1 | $48.1M | Buy |
1,516,885
+96,928
| +7% | +$3.38M | 0.01% | 1020 |
|
|
2025
Q4 | $61.9M | Sell |
1,419,957
-11,483
| -0.8% | -$537K | 0.01% | 879 |
|
|
2025
Q3 | $72.4M | Sell |
1,431,440
-199,513
| -12% | -$10.5M | 0.01% | 803 |
|
|
2025
Q2 | $89.5M | Sell |
1,630,953
-26,235
| -2% | -$1.51M | 0.02% | 682 |
|
|
2025
Q1 | $91M | Sell |
1,657,188
-27,550
| -2% | -$1.47M | 0.02% | 655 |
|
|
2024
Q4 | $89M | Buy |
1,684,738
+47,920
| +3% | +$2.82M | 0.02% | 690 |
|
|
2024
Q3 | $104M | Sell |
1,636,818
-111,277
| -6% | -$6.63M | 0.02% | 632 |
|
|
2024
Q2 | $94.8M | Sell |
1,748,095
-14,324
| -0.8% | -$713K | 0.02% | 671 |
|
|
2024
Q1 | $86.6M | Sell |
1,762,419
-124,714
| -7% | -$5.92M | 0.02% | 737 |
|
|
2023
Q4 | $91.3M | Sell |
1,887,133
-39,102
| -2% | -$1.74M | 0.02% | 692 |
|
|
2023
Q3 | $82.9M | Sell |
1,926,235
-49,660
| -3% | -$1.83M | 0.02% | 703 |
|
|
2023
Q2 | $63M | Sell |
1,975,895
-95,595
| -5% | -$3.09M | 0.01% | 880 |
|
|
2023
Q1 | $73M | Sell |
2,071,490
-43,063
| -2% | -$1.59M | 0.02% | 776 |
|
|
2022
Q4 | $77.2M | Sell |
2,114,553
-496,739
| -19% | -$20.2M | 0.02% | 733 |
|
|
2022
Q3 | $111M | Sell |
2,611,292
-57,166
| -2% | -$2.42M | 0.03% | 550 |
|
|
2022
Q2 | $94.3M | Buy |
2,668,458
+129,745
| +5% | +$4.01M | 0.02% | 619 |
|
|
2022
Q1 | $66.1M | Sell |
2,538,713
-60,327
| -2% | -$1.46M | 0.01% | 913 |
|
|
2021
Q4 | $61.2M | Sell |
2,599,040
-383,356
| -13% | -$9.3M | 0.01% | 1015 |
|
|
2021
Q3 | $74.6M | Sell |
2,982,396
-578,705
| -16% | -$14.4M | 0.01% | 848 |
|
|
2021
Q2 | $83.6M | Sell |
3,561,101
-606,676
| -15% | -$14.4M | 0.02% | 812 |
|
|
2021
Q1 | $90.9M | Sell |
4,167,777
-59,926
| -1% | -$1.13M | 0.02% | 753 |
|
|
2020
Q4 | $67.1M | Sell |
4,227,703
-1,535,956
| -27% | -$26.5M | 0.01% | 867 |
|
|
2020
Q3 | $93.9M | Sell |
5,763,659
-556,684
| -9% | -$8.18M | 0.02% | 593 |
|
|
2020
Q2 | $90.3M | Sell |
6,320,343
-498,738
| -7% | -$7.88M | 0.02% | 579 |
|
|
2020
Q1 | $96M | Sell |
6,819,081
-23,001
| -0.3% | -$482K | 0.03% | 476 |
|
|
2019
Q4 | $161M | Sell |
6,842,082
-47,078
| -0.7% | -$1.13M | 0.04% | 396 |
|
|
2019
Q3 | $163M | Sell |
6,889,160
-818,039
| -11% | -$21.6M | 0.04% | 374 |
|
|
2019
Q2 | $226M | Sell |
7,707,199
-1,861,409
| -19% | -$50M | 0.06% | 288 |
|
|
2019
Q1 | $229M | Buy |
9,568,608
+1,150,946
| +14% | +$28.3M | 0.06% | 284 |
|
|
2018
Q4 | $214M | Buy |
8,417,662
+1,355,760
| +19% | +$36.2M | 0.07% | 269 |
|
|
2018
Q3 | $182M | Buy |
7,061,902
+881,000
| +14% | +$22.4M | 0.05% | 383 |
|
|
2018
Q2 | $141M | Sell |
6,180,902
-1,372,820
| -18% | -$36.4M | 0.04% | 453 |
|
|
2018
Q1 | $192M | Buy |
7,553,722
+999,902
| +15% | +$26.3M | 0.05% | 363 |
|
|
2017
Q4 | $172M | Buy |
6,553,820
+199,162
| +3% | +$5.17M | 0.05% | 412 |
|
|
2017
Q3 | $168M | Sell |
6,354,658
-327,480
| -5% | -$9.51M | 0.05% | 400 |
|
|
2017
Q2 | $207M | Sell |
6,682,138
-1,250,694
| -16% | -$32.8M | 0.06% | 340 |
|
|
2017
Q1 | $184M | Buy |
7,932,832
+685,702
| +9% | +$15.3M | 0.05% | 383 |
|
|
2016
Q4 | $167M | Buy |
7,247,130
+2,313,289
| +47% | +$52.9M | 0.05% | 394 |
|
|
2016
Q3 | $114M | Buy |
4,933,841
+13,234
| +0.3% | +$310K | 0.03% | 489 |
|
|
2016
Q2 | $113M | Buy |
4,920,607
+13,315
| +0.3% | +$296K | 0.03% | 476 |
|
|
2016
Q1 | $130M | Buy |
4,907,292
+712,280
| +17% | +$22.4M | 0.04% | 439 |
|
|
2015
Q4 | $140M | Sell |
4,195,012
-1,387,075
| -25% | -$49.3M | 0.04% | 412 |
|
|
2015
Q3 | $202M | Sell |
5,582,087
-1,780,980
| -24% | -$60.3M | 0.06% | 329 |
|
|
2015
Q2 | $218M | Buy |
7,363,067
+1,169,404
| +19% | +$36.7M | 0.06% | 341 |
|
|
2015
Q1 | $199M | Sell |
6,193,663
-2,126,196
| -26% | -$71.2M | 0.05% | 380 |
|
|
2014
Q4 | $280M | Buy |
8,319,859
+2,268,342
| +37% | +$72.7M | 0.07% | 294 |
|
|
2014
Q3 | $188M | Sell |
6,051,517
-13,372
| -0.2% | -$436K | 0.05% | 370 |
|
|
2014
Q2 | $203M | Buy |
6,064,889
+67,711
| +1% | +$2.02M | 0.05% | 357 |
|
|
2014
Q1 | $181M | Buy |
5,997,178
+2,325,406
| +63% | +$69.8M | 0.05% | 376 |
|
|
2013
Q4 | $107M | Buy |
3,671,772
+212,454
| +6% | +$6.03M | 0.03% | 548 |
|
|
2013
Q3 | $92.2M | Sell |
3,459,318
-1,847,194
| -35% | -$53.8M | 0.03% | 584 |
|
|
2013
Q2 | $147M | Buy |
+5,306,512
| New | +$151M | 0.05% | 404 |
|
Other funds holding HRB
Bank of New York Mellon's HRB Position: Q2 2026 in Review
Bank of New York Mellon reduced its H&R Block (HRB) stake by 2.7% in Q2 2026, selling an estimated $1.41M and leaving 1,476,375 shares worth $56.2M. The position accounts for 0.01% of the portfolio, ranked #992.
Bank of New York Mellon first reported a position in HRB in Q2 2013 and has held it in 53 quarters since. The position peaked at $280M in Q4 2014. 536 funds tracked by Wall St. Rank hold HRB as of Q2 2026.
- Bank of New York Mellon held 1,476,375 shares of H&R Block worth $56.2M as of Q2 2026.
- Bank of New York Mellon sold 40,510 H&R Block shares in Q2 2026, an estimated $1.41M.
- H&R Block made up 0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #992 holding.
- Bank of New York Mellon first reported a position in H&R Block in Q2 2013 and has held it in 53 quarters since.
- Bank of New York Mellon's H&R Block position peaked at $280M in Q4 2014.
- 536 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.
Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.