CFB
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Cullen/Frost Bankers’s H&R Block HRB Stock Holding History

Cullen/Frost Bankers’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 		– Sell
-496
Closed -$15.7K – 1451
2026
Q1 		$15.7K Buy
496
+481
+3,207% +$16.8K ﹤0.01% 1036
2025
Q4 		$654 Buy
+15
New +$701 ﹤0.01% 1334
2024
Q3 		– Sell
-25
Closed -$1.36K – 1288
2024
Q2 		$1.36K Buy
+25
New +$1.25K ﹤0.01% 1155
2023
Q2 		– Sell
-1,000
Closed -$35.3K – 1201
2023
Q1 		$35.3K Hold
1,000
– – ﹤0.01% 779
2022
Q4 		$36.5K Hold
1,000
– – ﹤0.01% 744
2022
Q3 		$43K Buy
+1,000
New +$42.3K ﹤0.01% 731
2020
Q4 		– Sell
-15
Closed – – 1113
2020
Q3 		$0 Buy
+15
New +$221 ﹤0.01% 1204
2020
Q2 		– Sell
-355
Closed -$5K – 1114
2020
Q1 		$5K Sell
355
-52
-13% -$1.09K ﹤0.01% 789
2019
Q4 		$10K Sell
407
-292
-42% -$7.01K ﹤0.01% 892
2019
Q3 		$17K Buy
+699
New +$18.5K ﹤0.01% 753
2014
Q1 		– Sell
-43,575
Closed -$1.27M – 382
2013
Q4 		$1.27M Sell
43,575
-130
-0.3% -$3.69K 0.06% 220
2013
Q3 		$1.17M Sell
43,705
-803
-2% -$23.4K 0.06% 221
2013
Q2 		$1.24M Buy
+44,508
New +$1.27M 0.06% 216

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RFM
Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Cullen/Frost Bankers's HRB Position: Q2 2026 in Review

Cullen/Frost Bankers sold out of H&R Block (HRB) in Q2 2026, closing a stake of 496 shares — an estimated $15.7K sold.

Cullen/Frost Bankers first reported a position in HRB in Q2 2013 and held it in 13 quarters. The position peaked at $1.27M in Q4 2013. 259 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Cullen/Frost Bankers reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
  • Cullen/Frost Bankers sold 496 H&R Block shares in Q2 2026, an estimated $15.7K.
  • Cullen/Frost Bankers first reported a position in H&R Block in Q2 2013 and held it in 13 quarters.
  • Cullen/Frost Bankers's H&R Block position peaked at $1.27M in Q4 2013.
  • 259 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Cullen/Frost Bankers's 13F filing for Q2 2026, filed 27 Jul 2026.