Brown Brothers Harriman & Co’s H&R Block HRB Stock Holding History

Brown Brothers Harriman & Co’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	–	Sell	-4,180	Closed	-$133K	–	1854
2026 Q1	$133K	Hold	4,180	–	–	﹤0.01%	881
2025 Q4	$182K	Hold	4,180	–	–	﹤0.01%	780
2025 Q3	$211K	Hold	4,180	–	–	﹤0.01%	678
2025 Q2	$229K	Hold	4,180	–	–	﹤0.01%	604
2025 Q1	$230K	Hold	4,180	–	–	﹤0.01%	534
2024 Q4	$221K	Hold	4,180	–	–	﹤0.01%	559
2024 Q3	$266K	Hold	4,180	–	–	﹤0.01%	535
2024 Q2	$227K	Buy	+4,180	New	+$208K	﹤0.01%	523
2019 Q4	–	Sell	-10	Closed	–	–	1181
2019 Q3	$0	Sell	10 -333	-97%	-$8.81K	﹤0.01%	1239
2019 Q2	$10K	Sell	343 -7,633	-96%	-$205K	﹤0.01%	822
2019 Q1	$191K	Buy	7,976 +7,643	+2,295%	+$188K	﹤0.01%	394
2018 Q4	$8K	Buy	+333	New	+$8.89K	﹤0.01%	718

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Brown Brothers Harriman & Co's HRB Position: Q2 2026 in Review

Brown Brothers Harriman & Co sold out of H&R Block (HRB) in Q2 2026, closing a stake of 4,180 shares — an estimated $133K sold.

Brown Brothers Harriman & Co first reported a position in HRB in Q4 2018 and held it in 12 quarters. The position peaked at $266K in Q3 2024. 538 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Brown Brothers Harriman & Co reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
Brown Brothers Harriman & Co sold 4,180 H&R Block shares in Q2 2026, an estimated $133K.
Brown Brothers Harriman & Co first reported a position in H&R Block in Q4 2018 and held it in 12 quarters.
Brown Brothers Harriman & Co's H&R Block position peaked at $266K in Q3 2024.
538 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Brown Brothers Harriman & Co's 13F filing for Q2 2026, filed 12 Aug 2026.