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Citizens Financial Group’s H&R Block HRB Stock Holding History

Citizens Financial 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
2026
Q2 		$368K Buy
+9,586
New +$334K ﹤0.01% 768
2020
Q2 		– Sell
-1,151
Closed -$17K – 1120
2020
Q1 		$17K Buy
1,151
+190
+20% +$3.98K ﹤0.01% 635
2019
Q4 		$23K Buy
+961
New +$23.1K ﹤0.01% 590
2019
Q2 		– Sell
-148
Closed -$4K – 825
2019
Q1 		$4K Buy
+148
New +$3.64K ﹤0.01% 623
2016
Q1 		– Sell
-338
Closed -$11K – 719
2015
Q4 		$11K Buy
+338
New +$12K ﹤0.01% 466

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Citizens Financial Group's HRB Position: Q2 2026 in Review

Citizens Financial Group opened a new position in H&R Block (HRB) in Q2 2026: 9,586 shares worth $368K. The stake represents ﹤0.01% of the portfolio and ranks #768 among its holdings. This is a return to the name: Citizens Financial Group previously reported a position in HRB as recently as Q1 2020.

Citizens Financial Group first reported a position in HRB in Q4 2015 and has held it in 5 quarters since. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Citizens Financial Group held 9,586 shares of H&R Block worth $368K as of Q2 2026.
  • H&R Block was a new Citizens Financial Group position in Q2 2026.
  • H&R Block made up ﹤0.01% of Citizens Financial Group's portfolio in Q2 2026, its #768 holding.
  • Citizens Financial Group first reported a position in H&R Block in Q4 2015 and has held it in 5 quarters since.
  • 540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.