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 |
-165,400
| Closed | -$2.62M | – | 6763 |
|
|
2020
Q4 | $2.62M | Sell |
165,400
-32,400
| -16% | -$560K | ﹤0.01% | 2595 |
|
|
2020
Q3 | $3.22M | Buy |
197,800
+46,900
| +31% | +$689K | ﹤0.01% | 2243 |
|
|
2020
Q2 | $2.15M | Sell |
150,900
-50,500
| -25% | -$798K | ﹤0.01% | 2732 |
|
|
2020
Q1 | $2.84M | Buy |
201,400
+161,800
| +409% | +$3.39M | ﹤0.01% | 2160 |
|
|
2019
Q4 | $930K | Sell |
39,600
-20,000
| -34% | -$480K | ﹤0.01% | 3824 |
|
|
2019
Q3 | $1.41M | Sell |
59,600
-24,800
| -29% | -$656K | ﹤0.01% | 3259 |
|
|
2019
Q2 | $2.47M | Buy |
84,400
+19,700
| +30% | +$529K | ﹤0.01% | 2613 |
|
|
2019
Q1 | $1.55M | Buy |
64,700
+10,700
| +20% | +$263K | ﹤0.01% | 2938 |
|
|
2018
Q4 | $1.37M | Buy |
54,000
+600
| +1% | +$16K | ﹤0.01% | 3065 |
|
|
2018
Q3 | $1.38M | Sell |
53,400
-92,500
| -63% | -$2.35M | ﹤0.01% | 3132 |
|
|
2018
Q2 | $3.32M | Buy |
145,900
+81,600
| +127% | +$2.17M | ﹤0.01% | 2215 |
|
|
2018
Q1 | $1.63M | Buy |
64,300
+2,700
| +4% | +$71K | ﹤0.01% | 2788 |
|
|
2017
Q4 | $1.61M | Sell |
61,600
-12,500
| -17% | -$324K | ﹤0.01% | 2884 |
|
|
2017
Q3 | $1.96M | Sell |
74,100
-5,400
| -7% | -$157K | ﹤0.01% | 2681 |
|
|
2017
Q2 | $2.46M | Buy |
79,500
+6,700
| +9% | +$176K | ﹤0.01% | 2386 |
|
|
2017
Q1 | $1.69M | Buy |
72,800
+31,800
| +78% | +$711K | ﹤0.01% | 2648 |
|
|
2016
Q4 | $943K | Sell |
41,000
-15,300
| -27% | -$350K | ﹤0.01% | 3765 |
|
|
2016
Q3 | $1.3M | Sell |
56,300
-12,500
| -18% | -$292K | ﹤0.01% | 2930 |
|
|
2016
Q2 | $1.58M | Buy |
68,800
+2,000
| +3% | +$44.5K | ﹤0.01% | 2516 |
|
|
2016
Q1 | $1.76M | Sell |
66,800
-24,400
| -27% | -$766K | ﹤0.01% | 2645 |
|
|
2015
Q4 | $3.04M | Sell |
91,200
-612,000
| -87% | -$21.7M | ﹤0.01% | 2150 |
|
|
2015
Q3 | $25.5M | Buy |
703,200
+160,900
| +30% | +$5.45M | 0.02% | 609 |
|
|
2015
Q2 | $16.1M | Buy |
542,300
+387,800
| +251% | +$12.2M | 0.01% | 915 |
|
|
2015
Q1 | $4.96M | Sell |
154,500
-95,700
| -38% | -$3.2M | ﹤0.01% | 1731 |
|
|
2014
Q4 | $8.43M | Sell |
250,200
-60,800
| -20% | -$1.95M | 0.01% | 1401 |
|
|
2014
Q3 | $9.64M | Buy |
311,000
+124,200
| +66% | +$4.05M | 0.01% | 1308 |
|
|
2014
Q2 | $6.26M | Buy |
186,800
+20,200
| +12% | +$601K | 0.01% | 1613 |
|
|
2014
Q1 | $5.03M | Sell |
166,600
-88,800
| -35% | -$2.67M | 0.01% | 1685 |
|
|
2013
Q4 | $7.42M | Sell |
255,400
-14,100
| -5% | -$400K | 0.01% | 1480 |
|
|
2013
Q3 | $7.18M | Buy |
269,500
+100,600
| +60% | +$2.93M | 0.01% | 1448 |
|
|
2013
Q2 | $4.69M | Buy |
+168,900
| New | +$4.82M | ﹤0.01% | 1690 |
|
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.