CL
HRB icon

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
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 $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.