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Boston Trust Walden’s H&R Block HRB Stock Holding History

Boston Trust Walden’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
Q1 		$28.4M Buy
895,236
+118,927
+15% +$4.14M 0.23% 150
2025
Q4 		$33.8M Sell
776,309
-80,786
-9% -$3.78M 0.26% 143
2025
Q3 		$43.3M Sell
857,095
-7,756
-0.9% -$410K 0.32% 126
2025
Q2 		$47.5M Buy
864,851
+129,094
+18% +$7.45M 0.34% 121
2025
Q1 		$40.4M Buy
735,757
+252,185
+52% +$13.5M 0.3% 136
2024
Q4 		$25.6M Buy
+483,572
New +$28.4M 0.18% 168

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

Boston Trust Walden's HRB Position: Q1 2026 in Review

Boston Trust Walden increased its H&R Block (HRB) stake by 15% in Q1 2026, buying an estimated $4.14M and bringing the position to 895,236 shares worth $28.4M. The position accounts for 0.23% of the portfolio, ranked #150.

Boston Trust Walden first reported a position in HRB in Q4 2024 and has held it in 6 quarters since. The position peaked at $47.5M in Q2 2025. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Boston Trust Walden held 895,236 shares of H&R Block worth $28.4M as of Q1 2026.
  • Boston Trust Walden bought 118,927 H&R Block shares in Q1 2026, an estimated $4.14M.
  • H&R Block made up 0.23% of Boston Trust Walden's portfolio in Q1 2026, its #150 holding.
  • Boston Trust Walden first reported a position in H&R Block in Q4 2024 and has held it in 6 quarters since.
  • Boston Trust Walden's H&R Block position peaked at $47.5M in Q2 2025.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Boston Trust Walden's 13F filing for Q1 2026, filed 24 Apr 2026.