Citigroup’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 | $1.72M | Sell |
54,063
-128,020
| -70% | -$4.46M | ﹤0.01% | 2764 |
|
|
2025
Q4 | $7.94M | Buy |
182,083
+140,489
| +338% | +$6.57M | ﹤0.01% | 1708 |
|
|
2025
Q3 | $2.1M | Buy |
41,594
+14,028
| +51% | +$741K | ﹤0.01% | 2637 |
|
|
2025
Q2 | $1.51M | Sell |
27,566
-13,137
| -32% | -$759K | ﹤0.01% | 2896 |
|
|
2025
Q1 | $2.24M | Sell |
40,703
-27,207
| -40% | -$1.45M | ﹤0.01% | 2596 |
|
|
2024
Q4 | $3.59M | Buy |
67,910
+33,723
| +99% | +$1.98M | ﹤0.01% | 2292 |
|
|
2024
Q3 | $2.17M | Sell |
34,187
-5,892
| -15% | -$351K | ﹤0.01% | 2587 |
|
|
2024
Q2 | $2.17M | Buy |
40,079
+4,432
| +12% | +$221K | ﹤0.01% | 2279 |
|
|
2024
Q1 | $1.75M | Sell |
35,647
-14,702
| -29% | -$698K | ﹤0.01% | 2543 |
|
|
2023
Q4 | $2.44M | Sell |
50,349
-55,300
| -52% | -$2.46M | ﹤0.01% | 2070 |
|
|
2023
Q3 | $4.55M | Sell |
105,649
-21,502
| -17% | -$794K | ﹤0.01% | 1486 |
|
|
2023
Q2 | $4.05M | Buy |
127,151
+20,872
| +20% | +$674K | ﹤0.01% | 1634 |
|
|
2023
Q1 | $3.75M | Sell |
106,279
-6,611
| -6% | -$244K | ﹤0.01% | 1649 |
|
|
2022
Q4 | $4.12M | Sell |
112,890
-4,020
| -3% | -$163K | ﹤0.01% | 1563 |
|
|
2022
Q3 | $4.97M | Sell |
116,910
-94,096
| -45% | -$3.98M | ﹤0.01% | 1570 |
|
|
2022
Q2 | $7.45M | Buy |
211,006
+172,961
| +455% | +$5.34M | 0.01% | 1296 |
|
|
2022
Q1 | $991K | Sell |
38,045
-21,313
| -36% | -$517K | ﹤0.01% | 2969 |
|
|
2021
Q4 | $1.4M | Sell |
59,358
-179,083
| -75% | -$4.34M | ﹤0.01% | 2928 |
|
|
2021
Q3 | $5.96M | Sell |
238,441
-60,956
| -20% | -$1.52M | ﹤0.01% | 1694 |
|
|
2021
Q2 | $7.03M | Buy |
299,397
+45,374
| +18% | +$1.07M | ﹤0.01% | 1653 |
|
|
2021
Q1 | $5.54M | Sell |
254,023
-8,777
| -3% | -$166K | ﹤0.01% | 1715 |
|
|
2020
Q4 | $4.17M | Sell |
262,800
-22,465
| -8% | -$388K | ﹤0.01% | 2214 |
|
|
2020
Q3 | $4.65M | Buy |
285,265
+50,785
| +22% | +$747K | ﹤0.01% | 1939 |
|
|
2020
Q2 | $3.35M | Sell |
234,480
-132,374
| -36% | -$2.09M | ﹤0.01% | 2245 |
|
|
2020
Q1 | $5.17M | Buy |
366,854
+108,403
| +42% | +$2.27M | ﹤0.01% | 1644 |
|
|
2019
Q4 | $6.07M | Sell |
258,451
-37,427
| -13% | -$899K | ﹤0.01% | 1875 |
|
|
2019
Q3 | $6.99M | Sell |
295,878
-201,886
| -41% | -$5.34M | 0.01% | 1659 |
|
|
2019
Q2 | $14.6M | Buy |
497,764
+138,834
| +39% | +$3.73M | 0.01% | 1133 |
|
|
2019
Q1 | $8.59M | Buy |
358,930
+45,408
| +14% | +$1.12M | 0.01% | 1375 |
|
|
2018
Q4 | $7.95M | Sell |
313,522
-14,752
| -4% | -$394K | 0.01% | 1432 |
|
|
2018
Q3 | $8.45M | Sell |
328,274
-135,931
| -29% | -$3.45M | 0.01% | 1402 |
|
|
2018
Q2 | $10.6M | Buy |
464,205
+288,351
| +164% | +$7.65M | 0.01% | 1231 |
|
|
2018
Q1 | $4.47M | Buy |
175,854
+29,993
| +21% | +$789K | ﹤0.01% | 1865 |
|
|
2017
Q4 | $3.82M | Sell |
145,861
-26,841
| -16% | -$697K | ﹤0.01% | 2092 |
|
|
2017
Q3 | $4.57M | Sell |
172,702
-6,936
| -4% | -$201K | ﹤0.01% | 1858 |
|
|
2017
Q2 | $5.55M | Sell |
179,638
-167,012
| -48% | -$4.38M | 0.01% | 1606 |
|
|
2017
Q1 | $8.06M | Buy |
346,650
+9,584
| +3% | +$214K | 0.01% | 1293 |
|
|
2016
Q4 | $7.75M | Buy |
337,066
+112,150
| +50% | +$2.56M | 0.01% | 1395 |
|
|
2016
Q3 | $5.21M | Buy |
224,916
+136,652
| +155% | +$3.2M | ﹤0.01% | 1638 |
|
|
2016
Q2 | $2.03M | Sell |
88,264
-36,614
| -29% | -$814K | ﹤0.01% | 2327 |
|
|
2016
Q1 | $3.3M | Buy |
124,878
+30,323
| +32% | +$952K | ﹤0.01% | 1950 |
|
|
2015
Q4 | $3.15M | Sell |
94,555
-2,607,384
| -97% | -$92.7M | ﹤0.01% | 2114 |
|
|
2015
Q3 | $97.8M | Buy |
2,701,939
+2,558,156
| +1,779% | +$86.6M | 0.09% | 164 |
|
|
2015
Q2 | $4.26M | Sell |
143,783
-44,236
| -24% | -$1.39M | ﹤0.01% | 1871 |
|
|
2015
Q1 | $6.03M | Buy |
188,019
+55,621
| +42% | +$1.86M | 0.01% | 1588 |
|
|
2014
Q4 | $4.46M | Sell |
132,398
-71,321
| -35% | -$2.28M | ﹤0.01% | 1875 |
|
|
2014
Q3 | $6.32M | Buy |
203,719
+34,405
| +20% | +$1.12M | 0.01% | 1652 |
|
|
2014
Q2 | $5.67M | Sell |
169,314
-15,267
| -8% | -$455K | 0.01% | 1708 |
|
|
2014
Q1 | $5.57M | Sell |
184,581
-58,973
| -24% | -$1.77M | 0.01% | 1618 |
|
|
2013
Q4 | $7.07M | Sell |
243,554
-113,013
| -32% | -$3.21M | 0.01% | 1517 |
|
|
2013
Q3 | $9.51M | Sell |
356,567
-20,544
| -5% | -$598K | 0.01% | 1212 |
|
|
2013
Q2 | $10.5M | Buy |
+377,111
| New | +$10.8M | 0.01% | 1044 |
|
Other funds holding HRB
VPM
VCM
Citigroup's HRB Position: Q1 2026 in Review
Citigroup reduced its H&R Block (HRB) stake by 70% in Q1 2026, selling an estimated $4.46M and leaving 54,063 shares worth $1.72M. The position accounts for ﹤0.01% of the portfolio, ranked #2764.
Citigroup first reported a position in HRB in Q2 2013 and has held it in 52 quarters since. The position peaked at $97.8M in Q3 2015. 482 funds tracked by Wall St. Rank hold HRB as of Q1 2026.
- Citigroup held 54,063 shares of H&R Block worth $1.72M as of Q1 2026.
- Citigroup sold 128,020 H&R Block shares in Q1 2026, an estimated $4.46M.
- H&R Block made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #2764 holding.
- Citigroup first reported a position in H&R Block in Q2 2013 and has held it in 52 quarters since.
- Citigroup's H&R Block position peaked at $97.8M in Q3 2015.
- 482 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.
Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.