BBVA USA’s H&R Block HRB Stock Holding History

BBVA USA’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
2021 Q3	$8K	Buy	308 +84	+38%	+$2.09K	﹤0.01%	846
2021 Q2	$5K	Buy	+224	New	+$5.3K	﹤0.01%	920

Other funds holding HRB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BBVA USA's HRB Position: Q3 2021 in Review

BBVA USA increased its H&R Block (HRB) stake by 38% in Q3 2021, buying an estimated $2.09K and bringing the position to 308 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

BBVA USA first reported a position in HRB in Q2 2021 and has held it in 2 quarters since. 393 funds tracked by Wall St. Rank hold HRB as of Q3 2021.

BBVA USA held 308 shares of H&R Block worth $8K as of Q3 2021.
BBVA USA bought 84 H&R Block shares in Q3 2021, an estimated $2.09K.
H&R Block made up ﹤0.01% of BBVA USA's portfolio in Q3 2021, its #846 holding.
BBVA USA first reported a position in H&R Block in Q2 2021 and has held it in 2 quarters since.
393 funds tracked by Wall St. Rank held H&R Block as of Q3 2021.

Based on BBVA USA's 13F filing for Q3 2021, filed 4 Nov 2021.