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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
Q2 		$25.7M Sell
673,795
-221,441
-25% -$7.72M 0.2% 165
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 $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

Boston Trust Walden's HRB Position: Q2 2026 in Review

Boston Trust Walden reduced its H&R Block (HRB) stake by 25% in Q2 2026, selling an estimated $7.72M and leaving 673,795 shares worth $25.7M. The position accounts for 0.2% of the portfolio, ranked #165.

Boston Trust Walden first reported a position in HRB in Q4 2024 and has held it in 7 quarters since. The position peaked at $47.5M in Q2 2025. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Boston Trust Walden held 673,795 shares of H&R Block worth $25.7M as of Q2 2026.
  • Boston Trust Walden sold 221,441 H&R Block shares in Q2 2026, an estimated $7.72M.
  • H&R Block made up 0.2% of Boston Trust Walden's portfolio in Q2 2026, its #165 holding.
  • Boston Trust Walden first reported a position in H&R Block in Q4 2024 and has held it in 7 quarters since.
  • Boston Trust Walden's H&R Block position peaked at $47.5M in Q2 2025.
  • 540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.