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
Q1 		– Sell
-130,000
Closed -$3.3M – 5276
2018
Q4 		$3.3M Hold
130,000
– – ﹤0.01% 3211
2018
Q3 		$3.35M Sell
130,000
-277,700
-68% -$7.05M ﹤0.01% 3262
2018
Q2 		$9.29M Buy
407,700
+7,600
+2% +$202K ﹤0.01% 2461
2018
Q1 		$10.2M Buy
400,100
+85,100
+27% +$2.24M ﹤0.01% 2314
2017
Q4 		$8.26M Buy
315,000
+288,500
+1,089% +$7.49M ﹤0.01% 2604
2017
Q3 		$702K Sell
26,500
-222,400
-89% -$6.46M ﹤0.01% 4859
2017
Q2 		$7.69M Sell
248,900
-347,400
-58% -$9.12M ﹤0.01% 2716
2017
Q1 		$13.9M Buy
596,300
+464,300
+352% +$10.4M ﹤0.01% 2165
2016
Q4 		$3.04M Buy
132,000
+99,700
+309% +$2.28M ﹤0.01% 3470
2016
Q3 		$748K Sell
32,300
-37,600
-54% -$880K ﹤0.01% 4673
2016
Q2 		$1.61M Buy
69,900
+52,100
+293% +$1.16M ﹤0.01% 3797
2016
Q1 		$470K Sell
17,800
-17,600
-50% -$553K ﹤0.01% 4799
2015
Q4 		$1.18M Sell
35,400
-1,465,500
-98% -$52.1M ﹤0.01% 4134
2015
Q3 		$54.3M Sell
1,500,900
-12,000
-0.8% -$406K 0.02% 989
2015
Q2 		$44.9M Buy
1,512,900
+1,422,600
+1,575% +$44.6M 0.01% 1198
2015
Q1 		$2.9M Sell
90,300
-26,300
-23% -$881K ﹤0.01% 3425
2014
Q4 		$3.93M Sell
116,600
-30,600
-21% -$980K ﹤0.01% 3215
2014
Q3 		$4.57M Buy
147,200
+39,300
+36% +$1.28M ﹤0.01% 3110
2014
Q2 		$3.62M Sell
107,900
-391,900
-78% -$11.7M ﹤0.01% 3379
2014
Q1 		$15.1M Sell
499,800
-157,400
-24% -$4.72M ﹤0.01% 2001
2013
Q4 		$19.1M Sell
657,200
-4,900
-0.7% -$139K 0.01% 1783
2013
Q3 		$17.7M Buy
662,100
+561,800
+560% +$16.4M 0.01% 1735
2013
Q2 		$2.78M Buy
+100,300
New +$2.86M ﹤0.01% 3364

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.