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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-34,500
| Closed | -$547K | – | 6762 |
|
|
2020
Q4 | $547K | Sell |
34,500
-26,700
| -44% | -$461K | ﹤0.01% | 4126 |
|
|
2020
Q3 | $997K | Sell |
61,200
-19,600
| -24% | -$288K | ﹤0.01% | 3276 |
|
|
2020
Q2 | $1.15M | Sell |
80,800
-41,800
| -34% | -$661K | ﹤0.01% | 3406 |
|
|
2020
Q1 | $1.73M | Buy |
122,600
+98,700
| +413% | +$2.07M | ﹤0.01% | 2626 |
|
|
2019
Q4 | $561K | Buy |
23,900
+7,700
| +48% | +$185K | ﹤0.01% | 4324 |
|
|
2019
Q3 | $383K | Sell |
16,200
-12,700
| -44% | -$336K | ﹤0.01% | 4592 |
|
|
2019
Q2 | $847K | Buy |
28,900
+8,200
| +40% | +$220K | ﹤0.01% | 3833 |
|
|
2019
Q1 | $496K | Sell |
20,700
-6,300
| -23% | -$155K | ﹤0.01% | 4190 |
|
|
2018
Q4 | $685K | Sell |
27,000
-42,800
| -61% | -$1.14M | ﹤0.01% | 3784 |
|
|
2018
Q3 | $1.8M | Buy |
69,800
+15,900
| +29% | +$403K | ﹤0.01% | 2855 |
|
|
2018
Q2 | $1.23M | Buy |
53,900
+15,800
| +41% | +$419K | ﹤0.01% | 3135 |
|
|
2018
Q1 | $968K | Sell |
38,100
-40,200
| -51% | -$1.06M | ﹤0.01% | 3274 |
|
|
2017
Q4 | $2.05M | Sell |
78,300
-15,600
| -17% | -$405K | ﹤0.01% | 2645 |
|
|
2017
Q3 | $2.49M | Buy |
93,900
+33,900
| +57% | +$985K | ﹤0.01% | 2427 |
|
|
2017
Q2 | $1.85M | Sell |
60,000
-19,700
| -25% | -$517K | ﹤0.01% | 2661 |
|
|
2017
Q1 | $1.85M | Sell |
79,700
-112,700
| -59% | -$2.52M | ﹤0.01% | 2574 |
|
|
2016
Q4 | $4.42M | Buy |
192,400
+27,000
| +16% | +$617K | ﹤0.01% | 1970 |
|
|
2016
Q3 | $3.83M | Sell |
165,400
-10,400
| -6% | -$243K | ﹤0.01% | 1912 |
|
|
2016
Q2 | $4.04M | Buy |
175,800
+40,200
| +30% | +$894K | ﹤0.01% | 1762 |
|
|
2016
Q1 | $3.58M | Sell |
135,600
-57,500
| -30% | -$1.81M | ﹤0.01% | 1869 |
|
|
2015
Q4 | $6.43M | Sell |
193,100
-679,300
| -78% | -$24.1M | 0.01% | 1484 |
|
|
2015
Q3 | $31.6M | Buy |
872,400
+583,400
| +202% | +$19.8M | 0.03% | 507 |
|
|
2015
Q2 | $8.57M | Sell |
289,000
-179,100
| -38% | -$5.62M | 0.01% | 1317 |
|
|
2015
Q1 | $15M | Buy |
468,100
+226,100
| +93% | +$7.57M | 0.01% | 932 |
|
|
2014
Q4 | $8.15M | Buy |
242,000
+170,100
| +237% | +$5.45M | 0.01% | 1429 |
|
|
2014
Q3 | $2.23M | Sell |
71,900
-29,100
| -29% | -$949K | ﹤0.01% | 2465 |
|
|
2014
Q2 | $3.39M | Buy |
101,000
+13,100
| +15% | +$390K | ﹤0.01% | 2107 |
|
|
2014
Q1 | $2.65M | Sell |
87,900
-62,300
| -41% | -$1.87M | ﹤0.01% | 2170 |
|
|
2013
Q4 | $4.36M | Sell |
150,200
-45,300
| -23% | -$1.29M | ﹤0.01% | 1946 |
|
|
2013
Q3 | $5.21M | Sell |
195,500
-133,600
| -41% | -$3.89M | ﹤0.01% | 1723 |
|
|
2013
Q2 | $9.13M | Buy |
+329,100
| New | +$9.39M | 0.01% | 1144 |
|
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. 481 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.
- 481 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.