Commonwealth Equity Services’s H&R Block HRB Stock Holding History

Commonwealth Equity Services’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	$1.58M	Sell	41,519 -35,631	-46%	-$1.24M	﹤0.01%	2331
2026 Q1	$2.45M	Buy	77,150 +40,000	+108%	+$1.39M	﹤0.01%	1835
2025 Q4	$1.62M	Sell	37,150 -5,883	-14%	-$275K	﹤0.01%	2156
2025 Q3	$2.18M	Buy	43,033 +2,720	+7%	+$144K	﹤0.01%	1932
2025 Q2	$2.21M	Buy	40,313 +3,109	+8%	+$180K	﹤0.01%	1901
2025 Q1	$2.04M	Buy	37,204 +1,198	+3%	+$64K	﹤0.01%	1898
2024 Q4	$1.9M	Buy	36,006 +10,113	+39%	+$594K	﹤0.01%	1908
2024 Q3	$1.65M	Sell	25,893 -787	-3%	-$46.9K	﹤0.01%	1948
2024 Q2	$1.45M	Buy	26,680 +8,671	+48%	+$432K	﹤0.01%	2002
2024 Q1	$884K	Sell	18,009 -36	-0.2%	-$1.71K	﹤0.01%	2348
2023 Q4	$873K	Sell	18,045 -9,497	-34%	-$423K	﹤0.01%	2270
2023 Q3	$1.19M	Sell	27,542 -20,926	-43%	-$773K	﹤0.01%	1956
2023 Q2	$1.54M	Buy	48,468 +19,114	+65%	+$617K	﹤0.01%	1791
2023 Q1	$1.03K	Buy	29,354 +18,511	+171%	+$685K	﹤0.01%	2018
2022 Q4	$395K	Sell	10,843 -3,967	-27%	-$161K	﹤0.01%	2657
2022 Q3	$630K	Buy	14,810 +699	+5%	+$29.6K	﹤0.01%	2230
2022 Q2	$498K	Sell	14,111 -33,368	-70%	-$1.03M	﹤0.01%	2402
2022 Q1	$1.24M	Sell	47,479 -4,911	-9%	-$119K	﹤0.01%	1839
2021 Q4	$1.23M	Buy	52,390 +2,984	+6%	+$72.4K	﹤0.01%	1835
2021 Q3	$1.24M	Sell	49,406 -5,539	-10%	-$138K	﹤0.01%	1769
2021 Q2	$1.29M	Sell	54,945 -3,501	-6%	-$82.9K	﹤0.01%	1735
2021 Q1	$1.27M	Buy	58,446 +7,367	+14%	+$139K	﹤0.01%	1627
2020 Q4	$810K	Buy	51,079 +36,557	+252%	+$631K	﹤0.01%	1798
2020 Q3	$236K	Sell	14,522 -98	-0.7%	-$1.44K	﹤0.01%	2565
2020 Q2	$208K	Sell	14,620 -4,740	-24%	-$74.9K	﹤0.01%	2563
2020 Q1	$272K	Sell	19,360 -5,944	-23%	-$124K	﹤0.01%	2134
2019 Q4	$594K	Buy	25,304 +3,925	+18%	+$94.2K	﹤0.01%	1767
2019 Q3	$504K	Sell	21,379 -2,780	-12%	-$73.6K	﹤0.01%	1817
2019 Q2	$707K	Buy	24,159 +1,094	+5%	+$29.4K	﹤0.01%	1562
2019 Q1	$552K	Buy	23,065 +5,996	+35%	+$147K	﹤0.01%	1685
2018 Q4	$433K	Sell	17,069 -3,766	-18%	-$101K	﹤0.01%	1742
2018 Q3	$536K	Sell	20,835 -621	-3%	-$15.8K	﹤0.01%	1752
2018 Q2	$489K	Sell	21,456 -2,338	-10%	-$62K	﹤0.01%	1767
2018 Q1	$604K	Buy	23,794 +7,400	+45%	+$195K	﹤0.01%	1585
2017 Q4	$430K	Buy	16,394 +7,366	+82%	+$191K	﹤0.01%	1789
2017 Q3	$239K	Sell	9,028 -3,243	-26%	-$94.2K	﹤0.01%	2129
2017 Q2	$379K	Sell	12,271 -6,617	-35%	-$174K	﹤0.01%	1752
2017 Q1	$439K	Buy	18,888 +6,678	+55%	+$149K	﹤0.01%	1585
2016 Q4	$281K	Sell	12,210 -2,792	-19%	-$63.8K	﹤0.01%	1814
2016 Q3	$347K	Buy	15,002 +61	+0.4%	+$1.43K	﹤0.01%	1611
2016 Q2	$344K	Sell	14,941 -1,859	-11%	-$41.3K	﹤0.01%	1577
2016 Q1	$444K	Sell	16,800 -104	-0.6%	-$3.27K	﹤0.01%	1388
2015 Q4	$563K	Buy	16,904 +1,223	+8%	+$43.5K	0.01%	1219
2015 Q3	$568K	Buy	15,681 +692	+5%	+$23.4K	0.01%	1179
2015 Q2	$444K	Buy	14,989 +137	+0.9%	+$4.3K	﹤0.01%	1396
2015 Q1	$476K	Buy	14,852 +1,166	+9%	+$39K	﹤0.01%	1347
2014 Q4	$461K	Buy	13,686 +96	+0.7%	+$3.08K	0.01%	1323
2014 Q3	$421K	Buy	13,590 +108	+0.8%	+$3.52K	0.01%	1357
2014 Q2	$452K	Buy	13,482 +843	+7%	+$25.1K	0.01%	1299
2014 Q1	$382K	Buy	12,639 +206	+2%	+$6.18K	0.01%	1332
2013 Q4	$361K	Buy	12,433 +66	+0.5%	+$1.87K	0.01%	1323
2013 Q3	$330K	Sell	12,367 -2,336	-16%	-$68K	0.01%	1307
2013 Q2	$408K	Buy	+14,703	New	+$420K	0.01%	1126

Other funds holding HRB

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Commonwealth Equity Services's HRB Position: Q2 2026 in Review

Commonwealth Equity Services reduced its H&R Block (HRB) stake by 46% in Q2 2026, selling an estimated $1.24M and leaving 41,519 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #2331.

Commonwealth Equity Services first reported a position in HRB in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.45M in Q1 2026. 166 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Commonwealth Equity Services held 41,519 shares of H&R Block worth $1.58M as of Q2 2026.
Commonwealth Equity Services sold 35,631 H&R Block shares in Q2 2026, an estimated $1.24M.
H&R Block made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2331 holding.
Commonwealth Equity Services first reported a position in H&R Block in Q2 2013 and has held it in 53 quarters since.
Commonwealth Equity Services's H&R Block position peaked at $2.45M in Q1 2026.
166 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.