FCBT
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First Citizens Bank & Trust’s H&R Block HRB Stock Holding History

First Citizens Bank & Trust’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 		$1.05M Sell
27,577
-228
-0.8% -$7.94K 0.02% 316
2026
Q1 		$883K Buy
27,805
+387
+1% +$13.5K 0.02% 319
2025
Q4 		$1.19M Buy
27,418
+113
+0.4% +$5.28K 0.02% 272
2025
Q3 		$1.38M Buy
27,305
+674
+3% +$35.6K 0.03% 243
2025
Q2 		$1.46M Buy
26,631
+15,769
+145% +$911K 0.03% 223
2025
Q1 		$596K Buy
10,862
+310
+3% +$16.6K 0.02% 288
2024
Q4 		$558K Buy
10,552
+392
+4% +$23K 0.01% 300
2024
Q3 		$646K Buy
10,160
+337
+3% +$20.1K 0.01% 289
2024
Q2 		$533K Sell
9,823
-2,287
-19% -$114K 0.01% 311
2024
Q1 		$595K Buy
12,110
+144
+1% +$6.84K 0.01% 298
2023
Q4 		$579K Buy
11,966
+291
+2% +$13K 0.01% 241
2023
Q3 		$503K Sell
11,675
-58
-0.5% -$2.14K 0.01% 240
2023
Q2 		$374K Buy
11,733
+497
+4% +$16.1K 0.01% 274
2023
Q1 		$396K Sell
11,236
-2,161
-16% -$79.9K 0.01% 253
2022
Q4 		$489K Buy
13,397
+843
+7% +$34.3K 0.01% 216
2022
Q3 		$534K Buy
12,554
+2,865
+30% +$121K 0.02% 208
2022
Q2 		$342K Hold
9,689
– – 0.01% 267
2022
Q1 		$252K Buy
+9,689
New +$235K 0.01% 352
2013
Q4 		– Sell
-30,332
Closed -$809K – 542
2013
Q3 		$809K Buy
30,332
+199
+0.7% +$5.79K 0.03% 500
2013
Q2 		$836K Buy
+30,133
New +$860K 0.03% 452

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

First Citizens Bank & Trust's HRB Position: Q2 2026 in Review

First Citizens Bank & Trust reduced its H&R Block (HRB) stake by 0.82% in Q2 2026, selling an estimated $7.94K and leaving 27,577 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #316.

First Citizens Bank & Trust first reported a position in HRB in Q2 2013 and has held it in 20 quarters since. The position peaked at $1.46M in Q2 2025. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • First Citizens Bank & Trust held 27,577 shares of H&R Block worth $1.05M as of Q2 2026.
  • First Citizens Bank & Trust sold 228 H&R Block shares in Q2 2026, an estimated $7.94K.
  • H&R Block made up 0.02% of First Citizens Bank & Trust's portfolio in Q2 2026, its #316 holding.
  • First Citizens Bank & Trust first reported a position in H&R Block in Q2 2013 and has held it in 20 quarters since.
  • First Citizens Bank & Trust's H&R Block position peaked at $1.46M in Q2 2025.
  • 537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.