Barclays
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Barclays’s H&R Block HRB Stock Holding History

Barclays’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
2020
Q2 		– Sell
-7,500
Closed -$106K – 5840
2020
Q1 		$106K Buy
7,500
+5,900
+369% +$124K ﹤0.01% 4757
2019
Q4 		$38K Sell
1,600
-2,600
-62% -$62.4K ﹤0.01% 5821
2019
Q3 		$99K Sell
4,200
-46,400
-92% -$1.23M ﹤0.01% 5484
2019
Q2 		$1.48M Sell
50,600
-27,500
-35% -$739K ﹤0.01% 3262
2019
Q1 		$1.87M Buy
78,100
+68,000
+673% +$1.67M ﹤0.01% 2649
2018
Q4 		$256K Buy
10,100
+2,400
+31% +$64.1K ﹤0.01% 4403
2018
Q3 		$198K Sell
7,700
-112,200
-94% -$2.85M ﹤0.01% 5013
2018
Q2 		$2.73M Buy
119,900
+46,000
+62% +$1.22M ﹤0.01% 2281
2018
Q1 		$1.88M Buy
73,900
+56,000
+313% +$1.47M ﹤0.01% 2521
2017
Q4 		$469K Buy
17,900
+11,500
+180% +$298K ﹤0.01% 3901
2017
Q3 		$169K Sell
6,400
-29,500
-82% -$857K ﹤0.01% 4565
2017
Q2 		$1.11M Buy
35,900
+32,200
+870% +$845K ﹤0.01% 2783
2017
Q1 		$86K Sell
3,700
-351,400
-99% -$7.86M ﹤0.01% 4995
2016
Q4 		$8.16M Buy
355,100
+333,200
+1,521% +$7.62M 0.01% 1054
2016
Q3 		$507K Sell
21,900
-24,000
-52% -$562K ﹤0.01% 3208
2016
Q2 		$1.06M Buy
45,900
+25,000
+120% +$556K ﹤0.01% 2564
2016
Q1 		$543K Sell
20,900
-1,200
-5% -$37.7K ﹤0.01% 3085
2015
Q4 		$729K Sell
22,100
-58,700
-73% -$2.09M ﹤0.01% 2895
2015
Q3 		$2.91M Sell
80,800
-144,800
-64% -$4.9M ﹤0.01% 1800
2015
Q2 		$6.54M Buy
225,600
+126,300
+127% +$3.96M 0.01% 1300
2015
Q1 		$3.18M Sell
99,300
-27,200
-22% -$911K ﹤0.01% 1914
2014
Q4 		$4.17M Buy
126,500
+35,200
+39% +$1.13M ﹤0.01% 1858
2014
Q3 		$2.83M Buy
91,300
+22,900
+33% +$747K ﹤0.01% 2334
2014
Q2 		$2.26M Sell
68,400
-41,500
-38% -$1.24M ﹤0.01% 2469
2014
Q1 		$3.3M Sell
109,900
-18,500
-14% -$555K ﹤0.01% 2073
2013
Q4 		$3.72M Sell
128,400
-14,700
-10% -$417K ﹤0.01% 2063
2013
Q3 		$3.72M Buy
143,100
+94,600
+195% +$2.75M ﹤0.01% 1951
2013
Q2 		$1.35M Buy
+48,500
New +$1.38M ﹤0.01% 3001

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barclays's HRB Position: Q1 2026 in Review

Barclays increased its H&R Block (HRB) stake by 42% in Q1 2026, buying an estimated $11.4M and bringing the position to 1,108,222 shares worth $35.2M. The position accounts for 0.01% of the portfolio, ranked #859.

Barclays first reported a position in HRB in Q2 2013 and has held it in 52 quarters since. The position peaked at $38.4M in Q3 2025. 482 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Barclays held 1,108,222 shares of H&R Block worth $35.2M as of Q1 2026.
  • Barclays bought 326,525 H&R Block shares in Q1 2026, an estimated $11.4M.
  • H&R Block made up 0.01% of Barclays's portfolio in Q1 2026, its #859 holding.
  • Barclays first reported a position in H&R Block in Q2 2013 and has held it in 52 quarters since.
  • Barclays's H&R Block position peaked at $38.4M in Q3 2025.
  • 482 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Barclays's 13F filing for Q1 2026, filed 15 May 2026.