Corient Private Wealth
HRB icon

Corient Private Wealth’s H&R Block HRB Stock Holding History

Corient Private Wealth’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
Q1 		$2.1M Sell
66,229
-245,503
-79% -$8.56M ﹤0.01% 1241
2025
Q4 		$13.6M Buy
311,732
+143,748
+86% +$6.72M 0.01% 678
2025
Q3 		$8.5M Buy
167,984
+1,816
+1% +$96K 0.01% 555
2025
Q2 		$9.12M Sell
166,168
-459
-0.3% -$26.5K 0.01% 543
2025
Q1 		$9.15M Buy
166,627
+8,228
+5% +$440K 0.01% 538
2024
Q4 		$8.37M Sell
158,399
-3,640
-2% -$214K 0.01% 555
2024
Q3 		$10.3M Sell
162,039
-84,954
-34% -$5.06M 0.02% 556
2024
Q2 		$13.4M Buy
246,993
+91,242
+59% +$4.54M 0.02% 460
2024
Q1 		$7.65M Sell
155,751
-285
-0.2% -$13.5K 0.01% 590
2023
Q4 		$7.55M Buy
156,036
+1,039
+0.7% +$46.3K 0.01% 593
2023
Q3 		$6.67M Buy
154,997
+203
+0.1% +$7.5K 0.02% 576
2023
Q2 		$4.93M Buy
154,794
+13,413
+9% +$433K 0.01% 638
2023
Q1 		$4.98M Buy
141,381
+1,548
+1% +$57.2K 0.01% 596
2022
Q4 		$5.11M Buy
+139,833
New +$5.68M 0.02% 500

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Corient Private Wealth's HRB Position: Q1 2026 in Review

Corient Private Wealth reduced its H&R Block (HRB) stake by 79% in Q1 2026, selling an estimated $8.56M and leaving 66,229 shares worth $2.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1241.

Corient Private Wealth first reported a position in HRB in Q4 2022 and has held it in 14 quarters since. The position peaked at $13.6M in Q4 2025. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Corient Private Wealth held 66,229 shares of H&R Block worth $2.1M as of Q1 2026.
  • Corient Private Wealth sold 245,503 H&R Block shares in Q1 2026, an estimated $8.56M.
  • H&R Block made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1241 holding.
  • Corient Private Wealth first reported a position in H&R Block in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's H&R Block position peaked at $13.6M in Q4 2025.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.