CIBC Private Wealth Group
HRB icon

CIBC Private Wealth Group’s H&R Block HRB Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$162K Sell
3,708
-127
-3% -$5.94K ﹤0.01% 1293
2025
Q3 		$194K Buy
3,835
+348
+10% +$18.4K ﹤0.01% 1199
2025
Q2 		$191K Buy
3,487
+84
+2% +$4.85K ﹤0.01% 1148
2025
Q1 		$186K Buy
3,403
+757
+29% +$40.5K ﹤0.01% 1105
2024
Q4 		$144K Buy
2,646
+263
+11% +$15.5K ﹤0.01% 1288
2024
Q3 		$151K Buy
2,383
+157
+7% +$9.36K ﹤0.01% 1319
2024
Q2 		$119K Hold
2,226
– – ﹤0.01% 1330
2024
Q1 		$107K Buy
+2,226
New +$106K ﹤0.01% 1366
2020
Q4 		– Sell
-23,572
Closed -$384K – 989
2020
Q3 		$384K Buy
23,572
+8,611
+58% +$127K ﹤0.01% 733
2020
Q2 		$214K Sell
14,961
-354
-2% -$5.59K ﹤0.01% 588
2020
Q1 		$216K Sell
15,315
-7,783
-34% -$163K ﹤0.01% 787
2019
Q4 		$542K Sell
23,098
-44,471
-66% -$1.07M ﹤0.01% 692
2019
Q3 		$1.6M Buy
67,569
+11,130
+20% +$295K 0.01% 490
2019
Q2 		$1.66M Sell
56,439
-23
-0% -$618 0.01% 496
2019
Q1 		$1.35M Sell
56,462
-157,086
-74% -$3.86M 0.01% 540
2018
Q4 		$5.42M Buy
213,548
+40,057
+23% +$1.07M 0.02% 332
2018
Q3 		$4.47M Buy
173,491
+1,451
+0.8% +$36.8K 0.02% 380
2018
Q2 		$3.92M Hold
172,040
– – 0.02% 390
2018
Q1 		$4.37M Buy
172,040
+152,979
+803% +$4.02M 0.02% 373
2017
Q4 		$500K Buy
19,061
+7,714
+68% +$200K ﹤0.01% 782
2017
Q3 		$301K Buy
+11,347
New +$330K ﹤0.01% 841

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

CIBC Private Wealth Group's HRB Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its H&R Block (HRB) stake by 3.3% in Q4 2025, selling an estimated $5.94K and leaving 3,708 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

CIBC Private Wealth Group first reported a position in HRB in Q3 2017 and has held it in 21 quarters since. The position peaked at $5.42M in Q4 2018. 504 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

  • CIBC Private Wealth Group held 3,708 shares of H&R Block worth $162K as of Q4 2025.
  • CIBC Private Wealth Group sold 127 H&R Block shares in Q4 2025, an estimated $5.94K.
  • H&R Block made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1293 holding.
  • CIBC Private Wealth Group first reported a position in H&R Block in Q3 2017 and has held it in 21 quarters since.
  • CIBC Private Wealth Group's H&R Block position peaked at $5.42M in Q4 2018.
  • 504 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.