Goldman Sachs
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Goldman Sachs’s H&R Block HRB Stock Holding History

Goldman Sachs’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
2019
Q4 		– Sell
-75,600
Closed -$1.79M – 5306
2019
Q3 		$1.79M Hold
75,600
– – ﹤0.01% 3616
2019
Q2 		$2.21M Buy
+75,600
New +$2.03M ﹤0.01% 3476
2019
Q1 		– Sell
-121,900
Closed -$3.09M – 5275
2018
Q4 		$3.09M Sell
121,900
-8,100
-6% -$216K ﹤0.01% 3260
2018
Q3 		$3.35M Hold
130,000
– – ﹤0.01% 3261
2018
Q2 		$2.96M Sell
130,000
-13,700
-10% -$364K ﹤0.01% 3326
2018
Q1 		$3.65M Buy
143,700
+122,600
+581% +$3.23M ﹤0.01% 3143
2017
Q4 		$553K Sell
21,100
-3,900
-16% -$101K ﹤0.01% 4745
2017
Q3 		$662K Sell
25,000
-62,700
-71% -$1.82M ﹤0.01% 4893
2017
Q2 		$2.71M Sell
87,700
-1,536,000
-95% -$40.3M ﹤0.01% 3584
2017
Q1 		$37.8M Buy
1,623,700
+224,600
+16% +$5.02M 0.01% 1418
2016
Q4 		$32.2M Buy
1,399,100
+1,312,700
+1,519% +$30M 0.01% 1599
2016
Q3 		$2M Buy
86,400
+3,800
+5% +$88.9K ﹤0.01% 3831
2016
Q2 		$1.9M Buy
82,600
+52,400
+174% +$1.17M ﹤0.01% 3666
2016
Q1 		$798K Sell
30,200
-3,600
-11% -$113K ﹤0.01% 4285
2015
Q4 		$1.13M Sell
33,800
-1,468,600
-98% -$52.2M ﹤0.01% 4179
2015
Q3 		$54.4M Buy
1,502,400
+1,401,800
+1,393% +$47.5M 0.02% 987
2015
Q2 		$2.98M Sell
100,600
-47,500
-32% -$1.49M ﹤0.01% 3442
2015
Q1 		$4.75M Buy
148,100
+7,900
+6% +$265K ﹤0.01% 2959
2014
Q4 		$4.72M Buy
140,200
+18,500
+15% +$593K ﹤0.01% 3046
2014
Q3 		$3.77M Buy
121,700
+6,700
+6% +$218K ﹤0.01% 3304
2014
Q2 		$3.85M Sell
115,000
-339,500
-75% -$10.1M ﹤0.01% 3318
2014
Q1 		$13.7M Sell
454,500
-220,700
-33% -$6.62M ﹤0.01% 2098
2013
Q4 		$19.6M Sell
675,200
-244,300
-27% -$6.94M 0.01% 1758
2013
Q3 		$24.5M Buy
919,500
+795,500
+642% +$23.2M 0.01% 1452
2013
Q2 		$3.44M Buy
+124,000
New +$3.54M ﹤0.01% 3133

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

Goldman Sachs's HRB Position: Q1 2026 in Review

Goldman Sachs increased its H&R Block (HRB) stake by 20% in Q1 2026, buying an estimated $6.25M and bringing the position to 1,081,378 shares worth $34.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1908.

Goldman Sachs first reported a position in HRB in Q2 2013 and has held it in 52 quarters since. The position peaked at $108M in Q3 2018. 482 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Goldman Sachs held 1,081,378 shares of H&R Block worth $34.3M as of Q1 2026.
  • Goldman Sachs bought 179,311 H&R Block shares in Q1 2026, an estimated $6.25M.
  • H&R Block made up ﹤0.01% of Goldman Sachs's portfolio in Q1 2026, its #1908 holding.
  • Goldman Sachs first reported a position in H&R Block in Q2 2013 and has held it in 52 quarters since.
  • Goldman Sachs's H&R Block position peaked at $108M in Q3 2018.
  • 482 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.