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Banque Cantonale Vaudoise’s H&R Block HRB Stock Holding History

Banque Cantonale Vaudoise’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
2026
Q2 		– Sell
-5,324
Closed -$169K – 903
2026
Q1 		$169K Hold
5,324
– – 0.01% 657
2025
Q4 		$232K Hold
5,324
– – 0.01% 556
2025
Q3 		$269K Hold
5,324
– – 0.01% 531
2025
Q2 		$292K Buy
5,324
+1,200
+29% +$69.3K 0.01% 508
2025
Q1 		$226K Buy
+4,124
New +$220K 0.01% 555
2024
Q3 		$262K Buy
4,124
+1,586
+62% +$94.5K 0.01% 459
2024
Q2 		$138K Buy
2,538
+142
+6% +$7.07K 0.01% 639
2024
Q1 		$118K Buy
2,396
+208
+10% +$9.88K ﹤0.01% 638
2023
Q4 		$106K Buy
2,188
+37
+2% +$1.65K ﹤0.01% 678
2023
Q3 		$93K Hold
2,151
– – ﹤0.01% 846
2023
Q2 		$69K Buy
+2,151
New +$69.5K ﹤0.01% 922

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Banque Cantonale Vaudoise's HRB Position: Q2 2026 in Review

Banque Cantonale Vaudoise sold out of H&R Block (HRB) in Q2 2026, closing a stake of 5,324 shares — an estimated $169K sold.

Banque Cantonale Vaudoise first reported a position in HRB in Q2 2023 and held it in 11 quarters. The position peaked at $292K in Q2 2025. 538 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Banque Cantonale Vaudoise reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
  • Banque Cantonale Vaudoise sold 5,324 H&R Block shares in Q2 2026, an estimated $169K.
  • Banque Cantonale Vaudoise first reported a position in H&R Block in Q2 2023 and held it in 11 quarters.
  • Banque Cantonale Vaudoise's H&R Block position peaked at $292K in Q2 2025.
  • 538 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Banque Cantonale Vaudoise's 13F filing for Q2 2026, filed 31 Jul 2026.