Janney Montgomery Scott
HRB icon

Janney Montgomery Scott’s H&R Block HRB Stock Holding History

Janney Montgomery Scott’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 		$3.33M Buy
104,966
+7,256
+7% +$253K 0.01% 1033
2025
Q4 		$4.26M Buy
97,710
+23,231
+31% +$1.09M 0.01% 971
2025
Q3 		$3.77M Buy
74,479
+6,741
+10% +$356K 0.01% 1004
2025
Q2 		$3.72M Buy
67,738
+865
+1% +$50K 0.01% 931
2025
Q1 		$3.67M Buy
66,873
+93
+0.1% +$4.97K 0.01% 902
2024
Q4 		$3.53M Buy
66,780
+655
+1% +$38.5K 0.01% 906
2024
Q3 		$4.2M Buy
+66,125
New +$3.94M 0.01% 818
2024
Q2 		– Sell
-67,244
Closed -$3.3M – 2704
2024
Q1 		$3.3M Buy
67,244
+208
+0.3% +$9.88K 0.01% 924
2023
Q4 		$3.24M Buy
67,036
+42
+0.1% +$1.87K 0.01% 900
2023
Q3 		$2.88M Sell
66,994
-1,710
-2% -$63.1K 0.01% 879
2023
Q2 		$2.19M Buy
+68,704
New +$2.22M 0.01% 1030
2023
Q1 		– Sell
-78,094
Closed -$2.85M – 2632
2022
Q4 		$2.85M Buy
78,094
+1,977
+3% +$80.3K 0.01% 867
2022
Q3 		$3.24M Buy
+76,117
New +$3.22M 0.01% 773
2021
Q1 		– Sell
-25,037
Closed -$397K – 2306
2020
Q4 		$397K Buy
25,037
+453
+2% +$7.82K ﹤0.01% 1710
2020
Q3 		$400K Sell
24,584
-67
-0.3% -$985 ﹤0.01% 1540
2020
Q2 		$352K Sell
24,651
-129,326
-84% -$2.04M ﹤0.01% 1540
2020
Q1 		$2.17M Sell
153,977
-56,518
-27% -$1.18M 0.02% 667
2019
Q4 		$4.94M Buy
210,495
+109,513
+108% +$2.63M 0.03% 465
2019
Q3 		$2.38M Sell
100,982
-8,434
-8% -$223K 0.02% 685
2019
Q2 		$3.21M Buy
109,416
+2,884
+3% +$77.5K 0.02% 558
2019
Q1 		$2.55M Buy
106,532
+1,252
+1% +$30.8K 0.02% 617
2018
Q4 		$2.67M Sell
105,280
-11,463
-10% -$306K 0.03% 538
2018
Q3 		$3.01M Sell
116,743
-3,429
-3% -$87K 0.03% 568
2018
Q2 		$2.74M Buy
120,172
+2,814
+2% +$74.7K 0.03% 563
2018
Q1 		$2.98M Sell
117,358
-19,431
-14% -$511K 0.03% 513
2017
Q4 		$3.59M Sell
136,789
-5,240
-4% -$136K 0.04% 452
2017
Q3 		$3.76M Sell
142,029
-7,159
-5% -$208K 0.04% 410
2017
Q2 		$4.61M Sell
149,188
-1,713
-1% -$45K 0.06% 337
2017
Q1 		$3.51M Sell
150,901
-4,739
-3% -$106K 0.05% 384
2016
Q4 		$3.58M Sell
155,640
-1,786
-1% -$40.8K 0.05% 338
2016
Q3 		$3.64M Buy
+157,426
New +$3.68M 0.06% 295
2016
Q2 		– Sell
-26,740
Closed -$706K – 913
2016
Q1 		$706K Sell
26,740
-2,635
-9% -$82.8K 0.02% 632
2015
Q4 		$978K Buy
29,375
+1,524
+5% +$54.2K 0.03% 558
2015
Q3 		$1.01M Hold
27,851
– – 0.03% 531
2015
Q2 		$826K Hold
27,851
– – 0.02% 884
2015
Q1 		$893K Sell
27,851
-6,739
-19% -$226K 0.02% 951
2014
Q4 		$1.16M Sell
34,590
-635
-2% -$20.3K 0.02% 791
2014
Q3 		$1.09M Sell
35,225
-4,116
-10% -$134K 0.02% 794
2014
Q2 		$1.32M Buy
39,341
+2,606
+7% +$77.6K 0.03% 684
2014
Q1 		$1.11M Sell
36,735
-365
-1% -$11K 0.03% 702
2013
Q4 		$1.08M Sell
37,100
-1,100
-3% -$31.2K 0.03% 682
2013
Q3 		$1.02M Buy
+38,200
New +$1.11M 0.03% 640

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

Janney Montgomery Scott's HRB Position: Q1 2026 in Review

Janney Montgomery Scott increased its H&R Block (HRB) stake by 7.4% in Q1 2026, buying an estimated $253K and bringing the position to 104,966 shares worth $3.33M. The position accounts for 0.01% of the portfolio, ranked #1033.

Janney Montgomery Scott first reported a position in HRB in Q3 2013 and has held it in 42 quarters since. The position peaked at $4.94M in Q4 2019. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Janney Montgomery Scott held 104,966 shares of H&R Block worth $3.33M as of Q1 2026.
  • Janney Montgomery Scott bought 7,256 H&R Block shares in Q1 2026, an estimated $253K.
  • H&R Block made up 0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1033 holding.
  • Janney Montgomery Scott first reported a position in H&R Block in Q3 2013 and has held it in 42 quarters since.
  • Janney Montgomery Scott's H&R Block position peaked at $4.94M in Q4 2019.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.