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CSS LLC’s H&R Block HRB Stock Holding History

CSS LLC’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 		$418K Buy
13,159
+2,699
+26% +$94.1K 0.02% 576
2025
Q4 		$456K Buy
+10,460
New +$489K 0.02% 571
2025
Q3 		– Sell
-19,547
Closed -$1.07M – 1076
2025
Q2 		$1.07M Sell
19,547
-6,265
-24% -$362K 0.05% 311
2025
Q1 		$1.42M Sell
25,812
-1,326
-5% -$70.9K 0.08% 199
2024
Q4 		$1.43M Buy
27,138
+14,690
+118% +$863K 0.06% 246
2024
Q3 		$791K Buy
12,448
+500
+4% +$29.8K 0.04% 364
2024
Q2 		$648K Sell
11,948
-3,500
-23% -$174K 0.03% 399
2024
Q1 		$759K Hold
15,448
– – 0.04% 330
2023
Q4 		$747K Buy
15,448
+658
+4% +$29.3K 0.04% 315
2023
Q3 		$637K Sell
14,790
-5,652
-28% -$209K 0.04% 328
2023
Q2 		$651K Buy
20,442
+5,000
+32% +$162K 0.04% 328
2023
Q1 		$544K Buy
15,442
+7,500
+94% +$277K 0.04% 301
2022
Q4 		$290K Sell
7,942
-4,058
-34% -$165K 0.02% 538
2022
Q3 		$510K Buy
12,000
+1,000
+9% +$42.3K 0.02% 514
2022
Q2 		$389K Buy
+11,000
New +$340K 0.02% 637
2017
Q4 		– Sell
-7,820
Closed -$207K – 631
2017
Q3 		$207K Buy
+7,820
New +$227K 0.01% 494
2017
Q1 		– Sell
-21,738
Closed -$500K – 677
2016
Q4 		$500K Sell
21,738
-12,129
-36% -$277K 0.03% 344
2016
Q3 		$784K Buy
33,867
+8,646
+34% +$202K 0.04% 293
2016
Q2 		$580K Buy
+25,221
New +$561K 0.04% 326
2015
Q4 		– Sell
-187,931
Closed -$6.8M – 714
2015
Q3 		$6.8M Buy
+187,931
New +$6.36M 0.4% 51

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

CSS LLC's HRB Position: Q1 2026 in Review

CSS LLC increased its H&R Block (HRB) stake by 26% in Q1 2026, buying an estimated $94.1K and bringing the position to 13,159 shares worth $418K. The position accounts for 0.02% of the portfolio, ranked #576.

CSS LLC first reported a position in HRB in Q3 2015 and has held it in 20 quarters since. The position peaked at $6.8M in Q3 2015. 482 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • CSS LLC held 13,159 shares of H&R Block worth $418K as of Q1 2026.
  • CSS LLC bought 2,699 H&R Block shares in Q1 2026, an estimated $94.1K.
  • H&R Block made up 0.02% of CSS LLC's portfolio in Q1 2026, its #576 holding.
  • CSS LLC first reported a position in H&R Block in Q3 2015 and has held it in 20 quarters since.
  • CSS LLC's H&R Block position peaked at $6.8M in Q3 2015.
  • 482 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on CSS LLC's 13F filing for Q1 2026, filed 15 May 2026.