Brown Advisory’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $295K | Buy |
9,298
+542
| +6% | +$18.9K | ﹤0.01% | 1218 |
|
|
2025
Q4 | $382K | Sell |
8,756
-500
| -5% | -$23.4K | ﹤0.01% | 1140 |
|
|
2025
Q3 | $468K | Sell |
9,256
-58
| -0.6% | -$3.06K | ﹤0.01% | 1074 |
|
|
2025
Q2 | $511K | Sell |
9,314
-2,628
| -22% | -$152K | ﹤0.01% | 1000 |
|
|
2025
Q1 | $656K | Buy |
11,942
+191
| +2% | +$10.2K | ﹤0.01% | 908 |
|
|
2024
Q4 | $621K | Sell |
11,751
-6
| -0.1% | -$353 | ﹤0.01% | 942 |
|
|
2024
Q3 | $747K | Hold |
11,757
| – | – | ﹤0.01% | 864 |
|
|
2024
Q2 | $638K | Buy |
11,757
+35
| +0.3% | +$1.74K | ﹤0.01% | 882 |
|
|
2024
Q1 | $576K | Sell |
11,722
-180
| -2% | -$8.55K | ﹤0.01% | 902 |
|
|
2023
Q4 | $576K | Hold |
11,902
| – | – | ﹤0.01% | 898 |
|
|
2023
Q3 | $513K | Buy |
11,902
+798
| +7% | +$29.5K | ﹤0.01% | 898 |
|
|
2023
Q2 | $354K | Buy |
11,104
+132
| +1% | +$4.26K | ﹤0.01% | 985 |
|
|
2023
Q1 | $387K | Sell |
10,972
-695
| -6% | -$25.7K | ﹤0.01% | 973 |
|
|
2022
Q4 | $426K | Sell |
11,667
-11
| -0.1% | -$447 | ﹤0.01% | 945 |
|
|
2022
Q3 | $497K | Hold |
11,678
| – | – | ﹤0.01% | 861 |
|
|
2022
Q2 | $412K | Sell |
11,678
-204
| -2% | -$6.3K | ﹤0.01% | 888 |
|
|
2022
Q1 | $309K | Buy |
11,882
+969
| +9% | +$23.5K | ﹤0.01% | 962 |
|
|
2021
Q4 | $257K | Sell |
10,913
-1,000
| -8% | -$24.3K | ﹤0.01% | 1087 |
|
|
2021
Q3 | $298K | Sell |
11,913
-827
| -6% | -$20.6K | ﹤0.01% | 942 |
|
|
2021
Q2 | $299K | Sell |
12,740
-773
| -6% | -$18.3K | ﹤0.01% | 940 |
|
|
2021
Q1 | $295K | Sell |
13,513
-2,284
| -14% | -$43.2K | ﹤0.01% | 946 |
|
|
2020
Q4 | $251K | Hold |
15,797
| – | – | ﹤0.01% | 915 |
|
|
2020
Q3 | $257K | Sell |
15,797
-583
| -4% | -$8.57K | ﹤0.01% | 850 |
|
|
2020
Q2 | $234K | Sell |
16,380
-2,546
| -13% | -$40.2K | ﹤0.01% | 863 |
|
|
2020
Q1 | $267K | Hold |
18,926
| – | – | ﹤0.01% | 798 |
|
|
2019
Q4 | $445K | Buy |
18,926
+2,924
| +18% | +$70.2K | ﹤0.01% | 794 |
|
|
2019
Q3 | $378K | Sell |
16,002
-100
| -0.6% | -$2.65K | ﹤0.01% | 804 |
|
|
2019
Q2 | $472K | Buy |
16,102
+2,976
| +23% | +$80K | ﹤0.01% | 773 |
|
|
2019
Q1 | $313K | Buy |
13,126
+156
| +1% | +$3.83K | ﹤0.01% | 1115 |
|
|
2018
Q4 | $330K | Buy |
12,970
+95
| +0.7% | +$2.54K | ﹤0.01% | 1047 |
|
|
2018
Q3 | $331K | Sell |
12,875
-29,625
| -70% | -$752K | ﹤0.01% | 1118 |
|
|
2018
Q2 | $969K | Buy |
42,500
+32,302
| +317% | +$857K | ﹤0.01% | 799 |
|
|
2018
Q1 | $259K | Buy |
10,198
+1,122
| +12% | +$29.5K | ﹤0.01% | 1021 |
|
|
2017
Q4 | $238K | Buy |
9,076
+861
| +10% | +$22.3K | ﹤0.01% | 1110 |
|
|
2017
Q3 | $218K | Sell |
8,215
-1,146
| -12% | -$33.3K | ﹤0.01% | 1100 |
|
|
2017
Q2 | $289K | Sell |
9,361
-10,975
| -54% | -$288K | ﹤0.01% | 1024 |
|
|
2017
Q1 | $473K | Sell |
20,336
-1,335
| -6% | -$29.9K | ﹤0.01% | 824 |
|
|
2016
Q4 | $498K | Buy |
21,671
+1,335
| +7% | +$30.5K | ﹤0.01% | 786 |
|
|
2016
Q3 | $470K | Buy |
20,336
+3,386
| +20% | +$79.2K | ﹤0.01% | 778 |
|
|
2016
Q2 | $390K | Sell |
16,950
-40,357
| -70% | -$897K | ﹤0.01% | 804 |
|
|
2016
Q1 | $1.51M | Sell |
57,307
-23,643
| -29% | -$743K | 0.01% | 511 |
|
|
2015
Q4 | $2.7M | Sell |
80,950
-151
| -0.2% | -$5.37K | 0.01% | 437 |
|
|
2015
Q3 | $2.94M | Buy |
81,101
+9,601
| +13% | +$325K | 0.01% | 420 |
|
|
2015
Q2 | $2.12M | Sell |
71,500
-8,487
| -11% | -$266K | 0.01% | 440 |
|
|
2015
Q1 | $2.56M | Buy |
79,987
+59
| +0.1% | +$1.98K | 0.01% | 433 |
|
|
2014
Q4 | $2.69M | Buy |
79,928
+78
| +0.1% | +$2.5K | 0.01% | 425 |
|
|
2014
Q3 | $2.48M | Sell |
79,850
-300
| -0.4% | -$9.78K | 0.01% | 429 |
|
|
2014
Q2 | $2.69M | Buy |
80,150
+300
| +0.4% | +$8.93K | 0.01% | 416 |
|
|
2014
Q1 | $2.41M | Hold |
79,850
| – | – | 0.01% | 423 |
|
|
2013
Q4 | $2.32M | Hold |
79,850
| – | – | 0.01% | 422 |
|
|
2013
Q3 | $2.13M | Hold |
79,850
| – | – | 0.01% | 411 |
|
|
2013
Q2 | $2.22M | Buy |
+79,850
| New | +$2.28M | 0.01% | 384 |
|
Other funds holding HRB
VPM
VCM
Brown Advisory's HRB Position: Q1 2026 in Review
Brown Advisory increased its H&R Block (HRB) stake by 6.2% in Q1 2026, buying an estimated $18.9K and bringing the position to 9,298 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #1218.
Brown Advisory first reported a position in HRB in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.94M in Q3 2015. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.
- Brown Advisory held 9,298 shares of H&R Block worth $295K as of Q1 2026.
- Brown Advisory bought 542 H&R Block shares in Q1 2026, an estimated $18.9K.
- H&R Block made up ﹤0.01% of Brown Advisory's portfolio in Q1 2026, its #1218 holding.
- Brown Advisory first reported a position in H&R Block in Q2 2013 and has held it in 52 quarters since.
- Brown Advisory's H&R Block position peaked at $2.94M in Q3 2015.
- 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.
Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.