Guggenheim Capital’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 |
-5,314
| Closed | -$232K | – | 1689 |
|
|
2025
Q4 | $232K | Sell |
5,314
-8,734
| -62% | -$408K | ﹤0.01% | 1637 |
|
|
2025
Q3 | $710K | Buy |
14,048
+4,196
| +43% | +$222K | 0.01% | 1045 |
|
|
2025
Q2 | $541K | Sell |
9,852
-220
| -2% | -$12.7K | ﹤0.01% | 1140 |
|
|
2025
Q1 | $553K | Sell |
10,072
-1,100
| -10% | -$58.8K | 0.01% | 1152 |
|
|
2024
Q4 | $590K | Sell |
11,172
-10,514
| -48% | -$618K | ﹤0.01% | 1197 |
|
|
2024
Q3 | $1.38M | Sell |
21,686
-3,899
| -15% | -$232K | 0.01% | 963 |
|
|
2024
Q2 | $1.39M | Sell |
25,585
-782
| -3% | -$38.9K | 0.01% | 958 |
|
|
2024
Q1 | $1.29M | Buy |
26,367
+4,232
| +19% | +$201K | 0.01% | 1074 |
|
|
2023
Q4 | $1.07M | Sell |
22,135
-40,431
| -65% | -$1.8M | 0.01% | 1126 |
|
|
2023
Q3 | $2.69M | Sell |
62,566
-2,216
| -3% | -$81.8K | 0.02% | 707 |
|
|
2023
Q2 | $2.06M | Buy |
64,782
+27,318
| +73% | +$882K | 0.02% | 843 |
|
|
2023
Q1 | $1.32M | Sell |
37,464
-5,998
| -14% | -$222K | 0.01% | 1041 |
|
|
2022
Q4 | $1.59M | Sell |
43,462
-3,899
| -8% | -$158K | 0.01% | 944 |
|
|
2022
Q3 | $2.02M | Sell |
47,361
-47,399
| -50% | -$2.01M | 0.02% | 835 |
|
|
2022
Q2 | $3.35M | Buy |
94,760
+2,969
| +3% | +$91.7K | 0.03% | 702 |
|
|
2022
Q1 | $2.39M | Buy |
91,791
+2,201
| +2% | +$53.4K | 0.01% | 933 |
|
|
2021
Q4 | $2.11M | Sell |
89,590
-91,834
| -51% | -$2.23M | 0.01% | 1029 |
|
|
2021
Q3 | $4.54M | Buy |
181,424
+50,221
| +38% | +$1.25M | 0.03% | 703 |
|
|
2021
Q2 | $3.08M | Buy |
131,203
+5,767
| +5% | +$137K | 0.02% | 874 |
|
|
2021
Q1 | $2.73M | Buy |
125,436
+19,211
| +18% | +$363K | 0.02% | 874 |
|
|
2020
Q4 | $1.69M | Buy |
106,225
+9,877
| +10% | +$171K | 0.01% | 1056 |
|
|
2020
Q3 | $1.57M | Sell |
96,348
-24,388
| -20% | -$359K | 0.01% | 994 |
|
|
2020
Q2 | $1.72M | Buy |
120,736
+10,289
| +9% | +$163K | 0.01% | 943 |
|
|
2020
Q1 | $1.55M | Sell |
110,447
-64,159
| -37% | -$1.34M | 0.02% | 898 |
|
|
2019
Q4 | $4.1M | Sell |
174,606
-24,046
| -12% | -$577K | 0.03% | 725 |
|
|
2019
Q3 | $4.69M | Buy |
198,652
+59,365
| +43% | +$1.57M | 0.04% | 624 |
|
|
2019
Q2 | $4.08M | Sell |
139,287
-7,506
| -5% | -$202K | 0.03% | 710 |
|
|
2019
Q1 | $3.51M | Buy |
146,793
+37,546
| +34% | +$923K | 0.03% | 798 |
|
|
2018
Q4 | $2.77M | Sell |
109,247
-20,304
| -16% | -$542K | 0.02% | 880 |
|
|
2018
Q3 | $3.34M | Buy |
129,551
+5,638
| +5% | +$143K | 0.02% | 956 |
|
|
2018
Q2 | $2.82M | Sell |
123,913
-1,149,166
| -90% | -$30.5M | 0.02% | 1048 |
|
|
2018
Q1 | $32.3M | Buy |
1,273,079
+19,818
| +2% | +$521K | 0.08% | 507 |
|
|
2017
Q4 | $32.9M | Sell |
1,253,261
-6,050
| -0.5% | -$157K | 0.08% | 501 |
|
|
2017
Q3 | $33.3M | Sell |
1,259,311
-4,921
| -0.4% | -$143K | 0.08% | 477 |
|
|
2017
Q2 | $39.1M | Sell |
1,264,232
-172,432
| -12% | -$4.53M | 0.1% | 412 |
|
|
2017
Q1 | $33.4M | Buy |
1,436,664
+123,873
| +9% | +$2.77M | 0.09% | 467 |
|
|
2016
Q4 | $30.2M | Buy |
1,312,791
+133,582
| +11% | +$3.05M | 0.09% | 474 |
|
|
2016
Q3 | $27.3M | Buy |
1,179,209
+293,139
| +33% | +$6.86M | 0.08% | 446 |
|
|
2016
Q2 | $20.4M | Buy |
886,070
+199,806
| +29% | +$4.44M | 0.06% | 522 |
|
|
2016
Q1 | $18.1M | Buy |
686,264
+9,657
| +1% | +$303K | 0.06% | 559 |
|
|
2015
Q4 | $22.5M | Buy |
676,607
+72,303
| +12% | +$2.57M | 0.07% | 532 |
|
|
2015
Q3 | $21.9M | Sell |
604,304
-265,560
| -31% | -$8.99M | 0.07% | 524 |
|
|
2015
Q2 | $25.8M | Buy |
869,864
+56,668
| +7% | +$1.78M | 0.06% | 564 |
|
|
2015
Q1 | $26.1M | Buy |
813,196
+91,373
| +13% | +$3.06M | 0.06% | 573 |
|
|
2014
Q4 | $24.3M | Buy |
721,823
+26,524
| +4% | +$850K | 0.06% | 584 |
|
|
2014
Q3 | $21.6M | Sell |
695,299
-127,179
| -15% | -$4.15M | 0.05% | 620 |
|
|
2014
Q2 | $27.6M | Sell |
822,478
-25,438
| -3% | -$757K | 0.07% | 512 |
|
|
2014
Q1 | $25.6M | Sell |
847,916
-91,998
| -10% | -$2.76M | 0.07% | 484 |
|
|
2013
Q4 | $27.3M | Sell |
939,914
-44,815
| -5% | -$1.27M | 0.08% | 385 |
|
|
2013
Q3 | $26.3M | Buy |
984,729
+14,076
| +1% | +$410K | 0.09% | 286 |
|
|
2013
Q2 | $26.9M | Buy |
+970,653
| New | +$27.7M | 0.11% | 203 |
|
Other funds holding HRB
Guggenheim Capital's HRB Position: Q1 2026 in Review
Guggenheim Capital sold out of H&R Block (HRB) in Q1 2026, closing a stake of 5,314 shares — an estimated $232K sold.
Guggenheim Capital first reported a position in HRB in Q2 2013 and held it in 51 quarters. The position peaked at $39.1M in Q2 2017. 486 funds tracked by Wall St. Rank hold HRB as of Q1 2026.
- Guggenheim Capital reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
- Guggenheim Capital sold 5,314 H&R Block shares in Q1 2026, an estimated $232K.
- Guggenheim Capital first reported a position in H&R Block in Q2 2013 and held it in 51 quarters.
- Guggenheim Capital's H&R Block position peaked at $39.1M in Q2 2017.
- 486 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.
Based on Guggenheim Capital's 13F filing for Q1 2026, filed 15 May 2026.