D.A. Davidson & Co’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-5,731
| Closed | -$250K | – | 1595 |
|
|
2025
Q4 | $250K | Buy |
5,731
+1,213
| +27% | +$56.7K | ﹤0.01% | 1381 |
|
|
2025
Q3 | $229K | Buy |
4,518
+191
| +4% | +$10.1K | ﹤0.01% | 1409 |
|
|
2025
Q2 | $238K | Buy |
4,327
+32
| +0.7% | +$1.85K | ﹤0.01% | 1298 |
|
|
2025
Q1 | $236K | Sell |
4,295
-6,371
| -60% | -$341K | ﹤0.01% | 1270 |
|
|
2024
Q4 | $564K | Sell |
10,666
-68
| -0.6% | -$4K | ﹤0.01% | 966 |
|
|
2024
Q3 | $682K | Sell |
10,734
-1
| -0% | -$60 | 0.01% | 903 |
|
|
2024
Q2 | $582K | Buy |
10,735
+214
| +2% | +$10.7K | 0.01% | 917 |
|
|
2024
Q1 | $517K | Buy |
10,521
+2,196
| +26% | +$104K | ﹤0.01% | 976 |
|
|
2023
Q4 | $403K | Buy |
+8,325
| New | +$371K | ﹤0.01% | 1027 |
|
|
2023
Q2 | – | Sell |
-51,715
| Closed | -$1.82M | – | 1390 |
|
|
2023
Q1 | $1.82M | Sell |
51,715
-3,602
| -7% | -$133K | 0.02% | 488 |
|
|
2022
Q4 | $2.02M | Sell |
55,317
-4,003
| -7% | -$163K | 0.02% | 440 |
|
|
2022
Q3 | $2.52M | Sell |
59,320
-3,366
| -5% | -$142K | 0.03% | 363 |
|
|
2022
Q2 | $2.21M | Sell |
62,686
-1,535
| -2% | -$47.4K | 0.03% | 402 |
|
|
2022
Q1 | $1.67M | Buy |
64,221
+4,653
| +8% | +$113K | 0.02% | 502 |
|
|
2021
Q4 | $1.4M | Buy |
59,568
+822
| +1% | +$19.9K | 0.02% | 557 |
|
|
2021
Q3 | $1.47M | Buy |
58,746
+6,854
| +13% | +$171K | 0.02% | 521 |
|
|
2021
Q2 | $1.22M | Buy |
51,892
+5,083
| +11% | +$120K | 0.01% | 574 |
|
|
2021
Q1 | $1.02M | Buy |
+46,809
| New | +$885K | 0.01% | 580 |
|
|
2017
Q3 | – | Sell |
-1,223
| Closed | -$37K | – | 1486 |
|
|
2017
Q2 | $37K | Sell |
1,223
-19,737
| -94% | -$518K | ﹤0.01% | 1630 |
|
|
2017
Q1 | $487K | Buy |
20,960
+2,775
| +15% | +$62.1K | 0.01% | 614 |
|
|
2016
Q4 | $418K | Buy |
18,185
+17,570
| +2,857% | +$402K | 0.01% | 708 |
|
|
2016
Q3 | $14K | Buy |
615
+215
| +54% | +$5.03K | ﹤0.01% | 1956 |
|
|
2016
Q2 | $9K | Sell |
400
-9,932
| -96% | -$221K | ﹤0.01% | 1983 |
|
|
2016
Q1 | $272K | Sell |
10,332
-17,846
| -63% | -$561K | 0.01% | 722 |
|
|
2015
Q4 | $937K | Sell |
28,178
-4,986
| -15% | -$177K | 0.03% | 412 |
|
|
2015
Q3 | $1.2M | Buy |
33,164
+8,276
| +33% | +$280K | 0.04% | 353 |
|
|
2015
Q2 | $736K | Sell |
24,888
-990
| -4% | -$31.1K | 0.02% | 471 |
|
|
2015
Q1 | $829K | Buy |
25,878
+13,154
| +103% | +$440K | 0.03% | 450 |
|
|
2014
Q4 | $428K | Buy |
12,724
+1,018
| +9% | +$32.6K | 0.01% | 625 |
|
|
2014
Q3 | $362K | Buy |
11,706
+5,299
| +83% | +$173K | 0.01% | 678 |
|
|
2014
Q2 | $213K | Buy |
6,407
+5,543
| +642% | +$165K | 0.01% | 868 |
|
|
2014
Q1 | $25K | Sell |
864
-482
| -36% | -$14.5K | ﹤0.01% | 1585 |
|
|
2013
Q4 | $37K | Buy |
1,346
+157
| +13% | +$4.46K | ﹤0.01% | 1415 |
|
|
2013
Q3 | $31K | Sell |
1,189
-3
| -0.3% | -$87 | ﹤0.01% | 1255 |
|
|
2013
Q2 | $32K | Buy |
+1,192
| New | +$34K | ﹤0.01% | 1215 |
|
Other funds holding HRB
VPM
VCM
D.A. Davidson & Co's HRB Position: Q1 2026 in Review
D.A. Davidson & Co sold out of H&R Block (HRB) in Q1 2026, closing a stake of 5,731 shares — an estimated $250K sold.
D.A. Davidson & Co first reported a position in HRB in Q2 2013 and held it in 35 quarters. The position peaked at $2.52M in Q3 2022. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.
- D.A. Davidson & Co reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
- D.A. Davidson & Co sold 5,731 H&R Block shares in Q1 2026, an estimated $250K.
- D.A. Davidson & Co first reported a position in H&R Block in Q2 2013 and held it in 35 quarters.
- D.A. Davidson & Co's H&R Block position peaked at $2.52M in Q3 2022.
- 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.
Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.