HSBC Holdings
HRB icon

HSBC Holdings’s H&R Block HRB Stock Holding History

HSBC Holdings’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
2015
Q3 		– Sell
-13,762
Closed -$408K – 2036
2015
Q2 		$408K Buy
+13,762
New +$432K ﹤0.01% 1493

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

HSBC Holdings's HRB Position: Q1 2026 in Review

HSBC Holdings reduced its H&R Block (HRB) stake by 32% in Q1 2026, selling an estimated $1.04M and leaving 62,627 shares worth $1.99M. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

HSBC Holdings first reported a position in HRB in Q2 2013 and has held it in 52 quarters since. The position peaked at $32.9M in Q2 2015. 482 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • HSBC Holdings held 62,627 shares of H&R Block worth $1.99M as of Q1 2026.
  • HSBC Holdings sold 29,833 H&R Block shares in Q1 2026, an estimated $1.04M.
  • H&R Block made up ﹤0.01% of HSBC Holdings's portfolio in Q1 2026, its #1529 holding.
  • HSBC Holdings first reported a position in H&R Block in Q2 2013 and has held it in 52 quarters since.
  • HSBC Holdings's H&R Block position peaked at $32.9M in Q2 2015.
  • 482 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.