Canada Life’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
$3.29M Buy
103,740
+1,064
+1% +$37.1K 0.01% 934
2025
Q4
$4.47M Sell
102,676
-3,053
-3% -$143K 0.01% 789
2025
Q3
$5.35M Sell
105,729
-1,911
-2% -$101K 0.01% 788
2025
Q2
$5.91M Sell
107,640
-4,983
-4% -$288K 0.01% 731
2025
Q1
$6.19M Sell
112,623
-11,062
-9% -$591K 0.01% 703
2024
Q4
$6.54M Sell
123,685
-63,588
-34% -$3.74M 0.01% 714
2024
Q3
$11.9M Buy
187,273
+581
+0.3% +$34.6K 0.02% 533
2024
Q2
$10.1M Buy
186,692
+26,845
+17% +$1.34M 0.02% 549
2024
Q1
$7.85M Buy
159,847
+8,132
+5% +$386K 0.02% 631
2023
Q4
$7.32M Sell
151,715
-2,913
-2% -$130K 0.02% 623
2023
Q3
$6.66M Buy
154,628
+24,403
+19% +$901K 0.02% 625
2023
Q2
$4.16M Sell
130,225
-41,466
-24% -$1.34M 0.01% 811
2023
Q1
$6.05M Sell
171,691
-2,590
-1% -$95.8K 0.02% 663
2022
Q4
$6.38M Buy
174,281
+9,209
+6% +$374K 0.02% 630
2022
Q3
$7.02M Buy
165,072
+21,473
+15% +$909K 0.02% 583
2022
Q2
$5.07M Buy
143,599
+26,687
+23% +$824K 0.01% 701
2022
Q1
$3.13M Buy
116,912
+11,067
+10% +$269K 0.01% 961
2021
Q4
$2.49M Buy
105,845
+11,993
+13% +$291K 0.01% 1076
2021
Q3
$2.37M Buy
93,852
+13,707
+17% +$341K 0.01% 1078
2021
Q2
$1.88M Sell
80,145
-2,583
-3% -$61.1K ﹤0.01% 1198
2021
Q1
$1.8M Sell
82,728
-4,732
-5% -$89.4K ﹤0.01% 1217
2020
Q4
$1.39M Sell
87,460
-866,632
-91% -$15M ﹤0.01% 1342
2020
Q3
$15.6M Buy
954,092
+232,928
+32% +$3.42M 0.03% 437
2020
Q2
$10.3M Sell
721,164
-515,951
-42% -$8.15M 0.02% 512
2020
Q1
$17.5M Buy
1,237,115
+579,764
+88% +$12.1M 0.05% 334
2019
Q4
$15.3M Buy
657,351
+420,561
+178% +$10.1M 0.03% 446
2019
Q3
$5.59M Sell
236,790
-454,244
-66% -$12M 0.01% 648
2019
Q2
$20.2M Buy
+691,034
New +$18.6M 0.05% 380
2019
Q1
Sell
-560,435
Closed -$14.1M 2683
2018
Q4
$14.1M Buy
560,435
+414,831
+285% +$11.1M 0.04% 374
2018
Q3
$3.75M Sell
145,604
-576,797
-80% -$14.6M 0.01% 809
2018
Q2
$16.5M Buy
722,401
+19,670
+3% +$522K 0.04% 385
2018
Q1
$17.9M Buy
702,731
+488,425
+228% +$12.8M 0.04% 374
2017
Q4
$5.61M Sell
214,306
-16,301
-7% -$423K 0.01% 682
2017
Q3
$6.27M Buy
230,607
+74,479
+48% +$2.16M 0.02% 643
2017
Q2
$4.82M Sell
156,128
-5,820
-4% -$153K 0.01% 694
2017
Q1
$3.76M Sell
161,948
-13,426
-8% -$300K 0.01% 785
2016
Q4
$4.04M Sell
175,374
-176,767
-50% -$4.04M 0.01% 747
2016
Q3
$8.14M Buy
352,141
+3,210
+0.9% +$75.1K 0.02% 539
2016
Q2
$8M Buy
348,931
+216,377
+163% +$4.81M 0.02% 537
2016
Q1
$3.5M Sell
132,554
-51,704
-28% -$1.62M 0.01% 660
2015
Q4
$6.14M Buy
184,258
+31,612
+21% +$1.12M 0.02% 527
2015
Q3
$5.54M Buy
152,646
+24,310
+19% +$823K 0.02% 540
2015
Q2
$3.8M Buy
128,336
+43
+0% +$1.35K 0.01% 694
2015
Q1
$4.1M Sell
128,293
-4,622
-3% -$155K 0.01% 674
2014
Q4
$4.47M Buy
132,915
+625
+0.5% +$20K 0.01% 641
2014
Q3
$4.11M Buy
132,290
+2,641
+2% +$86.1K 0.01% 653
2014
Q2
$4.33M Buy
129,649
+7
+0% +$208 0.01% 640
2014
Q1
$3.9M Sell
129,642
-6,192
-5% -$186K 0.01% 657
2013
Q4
$3.96M Buy
135,834
+6,267
+5% +$178K 0.01% 642
2013
Q3
$3.44M Buy
129,567
+128,460
+11,604% +$3.74M 0.01% 631
2013
Q2
$31K Buy
+1,107
New +$31.6K ﹤0.01% 746

Other funds holding HRB

Canada Life's HRB Position: Q1 2026 in Review

Canada Life increased its H&R Block (HRB) stake by 1% in Q1 2026, buying an estimated $37.1K and bringing the position to 103,740 shares worth $3.29M. The position accounts for 0.01% of the portfolio, ranked #934.

Canada Life first reported a position in HRB in Q2 2013 and has held it in 51 quarters since. The position peaked at $20.2M in Q2 2019. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Canada Life held 103,740 shares of H&R Block worth $3.29M as of Q1 2026.
  • Canada Life bought 1,064 H&R Block shares in Q1 2026, an estimated $37.1K.
  • H&R Block made up 0.01% of Canada Life's portfolio in Q1 2026, its #934 holding.
  • Canada Life first reported a position in H&R Block in Q2 2013 and has held it in 51 quarters since.
  • Canada Life's H&R Block position peaked at $20.2M in Q2 2019.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Canada Life's 13F filing for Q1 2026, filed 14 May 2026.