Legal & General Group
HRB icon

Legal & General Group’s H&R Block HRB Stock Holding History

Legal & General Group’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 		$5.77M Sell
181,752
-20,416
-10% -$711K ﹤0.01% 1428
2025
Q4 		$8.81M Sell
202,168
-60,901
-23% -$2.85M ﹤0.01% 1237
2025
Q3 		$13.3M Sell
263,069
-23,468
-8% -$1.24M ﹤0.01% 1045
2025
Q2 		$15.7M Sell
286,537
-716
-0.2% -$41.3K ﹤0.01% 954
2025
Q1 		$15.8M Buy
287,253
+3,610
+1% +$193K ﹤0.01% 904
2024
Q4 		$15M Sell
283,643
-1,523
-0.5% -$89.5K ﹤0.01% 944
2024
Q3 		$18.1M Sell
285,166
-236
-0.1% -$14.1K ﹤0.01% 876
2024
Q2 		$15.5M Buy
285,402
+37,317
+15% +$1.86M ﹤0.01% 926
2024
Q1 		$12.2M Sell
248,085
-4,529
-2% -$215K ﹤0.01% 1035
2023
Q4 		$12.2M Sell
252,614
-3,411
-1% -$152K ﹤0.01% 1026
2023
Q3 		$11M Buy
256,025
+9,757
+4% +$360K ﹤0.01% 1024
2023
Q2 		$7.85M Sell
246,268
-1,662
-0.7% -$53.7K ﹤0.01% 1212
2023
Q1 		$8.74M Sell
247,930
-5,148
-2% -$190K ﹤0.01% 1122
2022
Q4 		$9.24M Sell
253,078
-2,179
-0.9% -$88.6K ﹤0.01% 1098
2022
Q3 		$10.9M Sell
255,257
-15,101
-6% -$639K ﹤0.01% 998
2022
Q2 		$9.55M Sell
270,358
-15,201
-5% -$469K ﹤0.01% 1086
2022
Q1 		$7.44M Sell
285,559
-7,703
-3% -$187K ﹤0.01% 1321
2021
Q4 		$6.91M Sell
293,262
-856
-0.3% -$20.8K ﹤0.01% 1403
2021
Q3 		$7.35M Sell
294,118
-39,205
-12% -$977K ﹤0.01% 1339
2021
Q2 		$7.83M Sell
333,323
-57,670
-15% -$1.37M ﹤0.01% 1308
2021
Q1 		$8.52M Buy
390,993
+5,222
+1% +$98.7K ﹤0.01% 1292
2020
Q4 		$6.12M Sell
385,771
-30,676
-7% -$530K ﹤0.01% 1368
2020
Q3 		$6.78M Buy
416,447
+74,098
+22% +$1.09M ﹤0.01% 1199
2020
Q2 		$4.89M Buy
342,349
+10,854
+3% +$172K ﹤0.01% 1316
2020
Q1 		$4.67M Sell
331,495
-655,689
-66% -$13.7M ﹤0.01% 1189
2019
Q4 		$23.2M Sell
987,184
-451,079
-31% -$10.8M 0.01% 776
2019
Q3 		$34M Buy
1,438,263
+20,818
+1% +$551K 0.02% 656
2019
Q2 		$41.5M Buy
1,417,445
+19,628
+1% +$528K 0.02% 621
2019
Q1 		$33.5M Buy
1,397,817
+239,607
+21% +$5.89M 0.02% 638
2018
Q4 		$29.4M Buy
1,158,210
+56,817
+5% +$1.52M 0.02% 599
2018
Q3 		$28.4M Sell
1,101,393
-87
-0% -$2.21K 0.02% 648
2018
Q2 		$25.1M Sell
1,101,480
-5,406
-0.5% -$143K 0.02% 667
2018
Q1 		$28.1M Sell
1,106,886
-113,794
-9% -$2.99M 0.02% 637
2017
Q4 		$32M Sell
1,220,680
-21,600
-2% -$561K 0.02% 604
2017
Q3 		$32.9M Buy
1,242,280
+11,614
+0.9% +$337K 0.02% 597
2017
Q2 		$38M Buy
1,230,666
+86,420
+8% +$2.27M 0.03% 553
2017
Q1 		$26.6M Buy
1,144,246
+81,245
+8% +$1.82M 0.02% 614
2016
Q4 		$24.4M Sell
1,063,001
-4,146
-0.4% -$94.8K 0.02% 604
2016
Q3 		$24.7M Buy
1,067,147
+624
+0.1% +$14.6K 0.03% 571
2016
Q2 		$24.5M Buy
1,066,523
+45,413
+4% +$1.01M 0.03% 556
2016
Q1 		$27M Sell
1,021,110
-2,760
-0.3% -$86.7K 0.03% 540
2015
Q4 		$34.1M Sell
1,023,870
-157,793
-13% -$5.61M 0.04% 485
2015
Q3 		$42.8M Buy
1,181,663
+31,376
+3% +$1.06M 0.05% 394
2015
Q2 		$34.1M Buy
1,150,287
+29,878
+3% +$937K 0.04% 481
2015
Q1 		$35.9M Sell
1,120,409
-18,174
-2% -$609K 0.04% 467
2014
Q4 		$38.3M Sell
1,138,583
-18,298
-2% -$586K 0.05% 444
2014
Q3 		$35.9M Sell
1,156,881
-26,792
-2% -$874K 0.04% 458
2014
Q2 		$39.7M Buy
1,183,673
+13,872
+1% +$413K 0.05% 445
2014
Q1 		$35.3M Sell
1,169,801
-44,963
-4% -$1.35M 0.04% 458
2013
Q4 		$35.3M Buy
1,214,764
+7,059
+0.6% +$200K 0.04% 454
2013
Q3 		$32.2M Buy
1,207,705
+61,326
+5% +$1.78M 0.04% 466
2013
Q2 		$31.8M Buy
+1,146,379
New +$32.7M 0.04% 451

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

Legal & General Group's HRB Position: Q1 2026 in Review

Legal & General Group reduced its H&R Block (HRB) stake by 10% in Q1 2026, selling an estimated $711K and leaving 181,752 shares worth $5.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1428.

Legal & General Group first reported a position in HRB in Q2 2013 and has held it in 52 quarters since. The position peaked at $42.8M in Q3 2015. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Legal & General Group held 181,752 shares of H&R Block worth $5.77M as of Q1 2026.
  • Legal & General Group sold 20,416 H&R Block shares in Q1 2026, an estimated $711K.
  • H&R Block made up ﹤0.01% of Legal & General Group's portfolio in Q1 2026, its #1428 holding.
  • Legal & General Group first reported a position in H&R Block in Q2 2013 and has held it in 52 quarters since.
  • Legal & General Group's H&R Block position peaked at $42.8M in Q3 2015.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.