HF
HRB icon

HRT Financial’s H&R Block HRB Stock Holding History

HRT Financial’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
-145,565
Closed -$6.34M – 4194
2025
Q4 		$6.34M Buy
145,565
+70,577
+94% +$3.3M 0.02% 671
2025
Q3 		$3.79M Buy
74,988
+17,535
+31% +$927K 0.01% 807
2025
Q2 		$3.15M Sell
57,453
-425,484
-88% -$24.6M 0.01% 724
2025
Q1 		$26.5M Buy
+482,937
New +$25.8M 0.17% 82
2024
Q4 		– Sell
-87,670
Closed -$5.57M – 2745
2024
Q3 		$5.57M Sell
87,670
-39,767
-31% -$2.37M 0.03% 415
2024
Q2 		$6.91M Buy
+127,437
New +$6.34M 0.04% 307
2024
Q1 		– Sell
-94,905
Closed -$4.59M – 2631
2023
Q4 		$4.59M Sell
94,905
-130,656
-58% -$5.82M 0.03% 328
2023
Q3 		$9.71M Buy
225,561
+123,673
+121% +$4.57M 0.1% 142
2023
Q2 		$3.25M Sell
101,888
-135,926
-57% -$4.39M 0.03% 429
2023
Q1 		$8.38M Buy
+237,814
New +$8.79M 0.1% 167
2022
Q3 		– Sell
-83,775
Closed -$2.96M – 3099
2022
Q2 		$2.96M Sell
83,775
-156,215
-65% -$4.82M 0.03% 427
2022
Q1 		$6.25M Buy
239,990
+175,980
+275% +$4.27M 0.04% 233
2021
Q4 		$1.51M Buy
64,010
+24,464
+62% +$593K 0.01% 836
2021
Q3 		$988K Sell
39,546
-191,899
-83% -$4.78M 0.01% 1335
2021
Q2 		$5.43M Buy
+231,445
New +$5.48M 0.05% 292
2021
Q1 		– Sell
-185,187
Closed -$2.94M – 2873
2020
Q4 		$2.94M Sell
185,187
-9,029
-5% -$156K 0.06% 236
2020
Q3 		$3.16M Buy
194,216
+15,606
+9% +$229K 0.09% 152
2020
Q2 		$2.55M Buy
+178,610
New +$2.82M 0.08% 283
2020
Q1 		– Sell
-243,147
Closed -$5.71M – 1008
2019
Q4 		$5.71M Buy
243,147
+229,770
+1,718% +$5.52M 0.25% 69
2019
Q3 		$315K Buy
+13,377
New +$354K 0.01% 910

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

HRT Financial's HRB Position: Q1 2026 in Review

HRT Financial sold out of H&R Block (HRB) in Q1 2026, closing a stake of 145,565 shares — an estimated $6.34M sold.

HRT Financial first reported a position in HRB in Q3 2019 and held it in 20 quarters. The position peaked at $26.5M in Q1 2025. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • HRT Financial reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
  • HRT Financial sold 145,565 H&R Block shares in Q1 2026, an estimated $6.34M.
  • HRT Financial first reported a position in H&R Block in Q3 2019 and held it in 20 quarters.
  • HRT Financial's H&R Block position peaked at $26.5M in Q1 2025.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.