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Hancock Whitney’s H&R Block HRB Stock Holding History

Hancock Whitney’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 		– Sell
-5,365
Closed -$234K – 773
2025
Q4 		$234K Sell
5,365
-738
-12% -$34.5K ﹤0.01% 724
2025
Q3 		$309K Sell
6,103
-7,423
-55% -$392K 0.01% 660
2025
Q2 		$742K Buy
13,526
+572
+4% +$33K 0.01% 484
2025
Q1 		$711K Buy
12,954
+1,010
+8% +$54K 0.02% 375
2024
Q4 		$631K Sell
11,944
-3,718
-24% -$218K 0.02% 391
2024
Q3 		$995K Buy
+15,662
New +$934K 0.03% 314
2021
Q3 		– Sell
-12,341
Closed -$290K – 732
2021
Q2 		$290K Sell
12,341
-309
-2% -$7.32K 0.01% 690
2021
Q1 		$276K Hold
12,650
– – 0.01% 663
2020
Q4 		$201K Buy
+12,650
New +$218K 0.01% 745
2020
Q3 		– Sell
-36,687
Closed -$524K – 805
2020
Q2 		$524K Sell
36,687
-20,958
-36% -$331K 0.02% 498
2020
Q1 		$812K Buy
57,645
+25,246
+78% +$529K 0.03% 409
2019
Q4 		$761K Buy
+32,399
New +$778K 0.02% 493
2019
Q3 		– Sell
-15,643
Closed -$458K – 850
2019
Q2 		$458K Sell
15,643
-2,252
-13% -$60.5K 0.01% 633
2019
Q1 		$428K Buy
+17,895
New +$440K 0.01% 658
2017
Q4 		– Sell
-36,300
Closed -$961K – 598
2017
Q3 		$961K Sell
36,300
-46,671
-56% -$1.36M 0.04% 354
2017
Q2 		$2.56M Buy
+82,971
New +$2.18M 0.11% 181
2016
Q4 		– Sell
-112,413
Closed -$2.6M – 566
2016
Q3 		$2.6M Buy
+112,413
New +$2.63M 0.1% 243
2016
Q1 		– Sell
-27,900
Closed -$929K – 541
2015
Q4 		$929K Buy
27,900
+1,000
+4% +$35.5K 0.04% 314
2015
Q3 		$974K Buy
+26,900
New +$911K 0.04% 286

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hancock Whitney's HRB Position: Q1 2026 in Review

Hancock Whitney sold out of H&R Block (HRB) in Q1 2026, closing a stake of 5,365 shares — an estimated $234K sold.

Hancock Whitney first reported a position in HRB in Q3 2015 and held it in 19 quarters. The position peaked at $2.6M in Q3 2016. 485 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Hancock Whitney reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
  • Hancock Whitney sold 5,365 H&R Block shares in Q1 2026, an estimated $234K.
  • Hancock Whitney first reported a position in H&R Block in Q3 2015 and held it in 19 quarters.
  • Hancock Whitney's H&R Block position peaked at $2.6M in Q3 2016.
  • 485 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Hancock Whitney's 13F filing for Q1 2026, filed 15 May 2026.