DZ Bank
HRB icon

DZ Bank’s H&R Block HRB Stock Holding History

DZ Bank’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 		$505K Buy
15,911
+5,037
+46% +$176K ﹤0.01% 806
2025
Q4 		$474K Hold
10,874
– – ﹤0.01% 797
2025
Q3 		$550K Sell
10,874
-9,602
-47% -$507K ﹤0.01% 761
2025
Q2 		$1.12M Buy
20,476
+2,534
+14% +$146K ﹤0.01% 667
2025
Q1 		$985K Buy
+17,942
New +$959K ﹤0.01% 684
2023
Q3 		– Sell
-23,782
Closed -$758K – 1019
2023
Q2 		$758K Sell
23,782
-111,026
-82% -$3.59M ﹤0.01% 706
2023
Q1 		$4.75M Sell
134,808
-124,768
-48% -$4.61M 0.01% 461
2022
Q4 		$9.48M Buy
259,576
+11,904
+5% +$484K 0.02% 349
2022
Q3 		$10.5M Buy
+247,672
New +$10.5M 0.02% 299
2020
Q2 		– Sell
-74,616
Closed -$1.05M – 824
2020
Q1 		$1.05M Buy
74,616
+361
+0.5% +$7.56K ﹤0.01% 503
2019
Q4 		$1.74M Sell
74,255
-134,979
-65% -$3.24M ﹤0.01% 482
2019
Q3 		$4.94M Sell
209,234
-1,114,439
-84% -$29.5M 0.01% 360
2019
Q2 		$38.8M Hold
1,323,673
– – 0.12% 121
2019
Q1 		$31.7M Sell
1,323,673
-26,828
-2% -$659K 0.1% 134
2018
Q4 		$34.1M Sell
1,350,501
-42,440
-3% -$1.13M 0.13% 128
2018
Q3 		$35.9M Buy
1,392,941
+377,798
+37% +$9.58M 0.13% 153
2018
Q2 		$23.1M Sell
1,015,143
-26,493
-3% -$703K 0.09% 184
2018
Q1 		$26.5M Buy
1,041,636
+935,980
+886% +$24.6M 0.1% 180
2017
Q4 		$2.77M Buy
105,656
+6,377
+6% +$166K 0.01% 447
2017
Q3 		$2.63M Hold
99,279
– – 0.01% 457
2017
Q2 		$3.07M Buy
99,279
+32,295
+48% +$848K 0.01% 422
2017
Q1 		$1.56M Buy
66,984
+15,506
+30% +$347K 0.01% 509
2016
Q4 		$1.18M Buy
+51,478
New +$1.18M 0.01% 523

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

DZ Bank's HRB Position: Q1 2026 in Review

DZ Bank increased its H&R Block (HRB) stake by 46% in Q1 2026, buying an estimated $176K and bringing the position to 15,911 shares worth $505K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

DZ Bank first reported a position in HRB in Q4 2016 and has held it in 23 quarters since. The position peaked at $38.8M in Q2 2019. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • DZ Bank held 15,911 shares of H&R Block worth $505K as of Q1 2026.
  • DZ Bank bought 5,037 H&R Block shares in Q1 2026, an estimated $176K.
  • H&R Block made up ﹤0.01% of DZ Bank's portfolio in Q1 2026, its #806 holding.
  • DZ Bank first reported a position in H&R Block in Q4 2016 and has held it in 23 quarters since.
  • DZ Bank's H&R Block position peaked at $38.8M in Q2 2019.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on DZ Bank's 13F filing for Q1 2026, filed 15 May 2026.