CWM
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CIBC World Markets’s H&R Block HRB Stock Holding History

CIBC World Markets’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 		$1.49M Buy
+34,270
New +$1.6M 0.01% 674
2021
Q3 		– Sell
-134,000
Closed -$3.15M – 621
2021
Q2 		$3.15M Buy
134,000
+114,306
+580% +$2.71M 0.02% 346
2021
Q1 		$429K Sell
19,694
-111,506
-85% -$2.11M ﹤0.01% 873
2020
Q4 		$2.08M Buy
+131,200
New +$2.27M 0.01% 557
2020
Q3 		– Sell
-18,897
Closed -$270K – 580
2020
Q2 		$270K Buy
18,897
+4,608
+32% +$72.8K ﹤0.01% 562
2020
Q1 		$201K Sell
14,289
-66,995
-82% -$1.4M ﹤0.01% 575
2019
Q4 		$1.91M Buy
81,284
+58,424
+256% +$1.4M 0.01% 592
2019
Q3 		$540K Sell
22,860
-279,568
-92% -$7.4M 0.01% 648
2019
Q2 		$8.86M Buy
302,428
+275,212
+1,011% +$7.4M 0.07% 291
2019
Q1 		$652K Sell
27,216
-1,479
-5% -$36.4K 0.01% 617
2018
Q4 		$728K Sell
28,695
-39,687
-58% -$1.06M 0.01% 582
2018
Q3 		$1.76M Buy
68,382
+19,982
+41% +$507K 0.02% 560
2018
Q2 		$1.1M Buy
48,400
+8,555
+21% +$227K 0.01% 647
2018
Q1 		$1.01M Sell
39,845
-7,318
-16% -$193K 0.01% 614
2017
Q4 		$1.24M Sell
47,163
-33,353
-41% -$866K 0.01% 606
2017
Q3 		$2.13M Buy
80,516
+51,233
+175% +$1.49M 0.02% 436
2017
Q2 		$905K Buy
29,283
+7,667
+35% +$201K 0.01% 599
2017
Q1 		$503K Buy
21,616
+7,278
+51% +$163K ﹤0.01% 592
2016
Q4 		$330K Buy
+14,338
New +$328K ﹤0.01% 578
2015
Q4 		– Sell
-400,000
Closed -$14.5M – 274
2015
Q3 		$14.5M Buy
+400,000
New +$13.5M 0.39% 59

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 World Markets's HRB Position: Q4 2025 in Review

CIBC World Markets opened a new position in H&R Block (HRB) in Q4 2025: 34,270 shares worth $1.49M. The stake represents 0.01% of the portfolio and ranks #674 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in HRB as recently as Q2 2021.

CIBC World Markets first reported a position in HRB in Q3 2015 and has held it in 20 quarters since. The position peaked at $14.5M in Q3 2015. 504 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

  • CIBC World Markets held 34,270 shares of H&R Block worth $1.49M as of Q4 2025.
  • H&R Block was a new CIBC World Markets position in Q4 2025.
  • H&R Block made up 0.01% of CIBC World Markets's portfolio in Q4 2025, its #674 holding.
  • CIBC World Markets first reported a position in H&R Block in Q3 2015 and has held it in 20 quarters since.
  • CIBC World Markets's H&R Block position peaked at $14.5M in Q3 2015.
  • 504 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.