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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
Q2 		$381K Buy
+10,000
New +$348K 0.01% 626
2024
Q1 		– Sell
-3,000
Closed -$145K – 875
2023
Q4 		$145K Sell
3,000
-20,000
-87% -$891K 0.01% 670
2023
Q3 		$990K Buy
+23,000
New +$849K 0.07% 234
2015
Q4 		– Sell
-8,300
Closed -$300K – 713
2015
Q3 		$300K Buy
+8,300
New +$281K 0.02% 491

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

CSS LLC's HRB Position: Q2 2026 in Review

CSS LLC reduced its H&R Block (HRB) stake by 61% in Q2 2026, selling an estimated $278K and leaving 5,179 shares worth $197K. The position accounts for 0.01% of the portfolio, ranked #779.

CSS LLC first reported a position in HRB in Q3 2015 and has held it in 21 quarters since. The position peaked at $6.8M in Q3 2015. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • CSS LLC held 5,179 shares of H&R Block worth $197K as of Q2 2026.
  • CSS LLC sold 7,980 H&R Block shares in Q2 2026, an estimated $278K.
  • H&R Block made up 0.01% of CSS LLC's portfolio in Q2 2026, its #779 holding.
  • CSS LLC first reported a position in H&R Block in Q3 2015 and has held it in 21 quarters since.
  • CSS LLC's H&R Block position peaked at $6.8M in Q3 2015.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on CSS LLC's 13F filing for Q2 2026, filed 14 Aug 2026.