HSBC Holdings
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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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HSBC Holdings's HRB Position: Q2 2026 in Review

HSBC Holdings increased its H&R Block (HRB) stake by 24% in Q2 2026, buying an estimated $526K and bringing the position to 77,712 shares worth $2.99M. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

HSBC Holdings first reported a position in HRB in Q2 2013 and has held it in 53 quarters since. The position peaked at $32.9M in Q2 2015. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • HSBC Holdings held 77,712 shares of H&R Block worth $2.99M as of Q2 2026.
  • HSBC Holdings bought 15,085 H&R Block shares in Q2 2026, an estimated $526K.
  • H&R Block made up ﹤0.01% of HSBC Holdings's portfolio in Q2 2026, its #1415 holding.
  • HSBC Holdings first reported a position in H&R Block in Q2 2013 and has held it in 53 quarters since.
  • HSBC Holdings's H&R Block position peaked at $32.9M in Q2 2015.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.