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Leonteq Securities AG’s H&R Block HRB Stock Holding History

Leonteq Securities AG’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
Q2 		$26.7K Sell
700
-2,018
-74% -$70.3K ﹤0.01% 919
2026
Q1 		$86.3K Buy
+2,718
New +$94.7K ﹤0.01% 762
2024
Q2 		– Sell
-2,393
Closed -$118K – 1248
2024
Q1 		$118K Sell
2,393
-90
-4% -$4.28K 0.01% 611
2023
Q4 		$120K Sell
2,483
-2,678
-52% -$119K 0.01% 603
2023
Q3 		$222K Buy
5,161
+86
+2% +$3.17K 0.01% 501
2023
Q2 		$162K Buy
5,075
+3,578
+239% +$116K 0.01% 578
2023
Q1 		$52.8K Buy
1,497
+152
+11% +$5.62K ﹤0.01% 788
2022
Q4 		$49.1K Buy
1,345
+150
+13% +$6.1K ﹤0.01% 837
2022
Q3 		$50.8K Buy
+1,195
New +$50.6K ﹤0.01% 805
2021
Q4 		– Sell
-2,015
Closed -$50.4K – 1295
2021
Q3 		$50.4K Buy
+2,015
New +$50.2K ﹤0.01% 852
2021
Q1 		– Sell
-1
Closed -$16 – 1037
2020
Q4 		$16 Buy
+1
New +$17 ﹤0.01% 963

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 $3.37T AUM 44.26% 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

Leonteq Securities AG's HRB Position: Q2 2026 in Review

Leonteq Securities AG reduced its H&R Block (HRB) stake by 74% in Q2 2026, selling an estimated $70.3K and leaving 700 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

Leonteq Securities AG first reported a position in HRB in Q4 2020 and has held it in 11 quarters since. The position peaked at $222K in Q3 2023. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Leonteq Securities AG held 700 shares of H&R Block worth $26.7K as of Q2 2026.
  • Leonteq Securities AG sold 2,018 H&R Block shares in Q2 2026, an estimated $70.3K.
  • H&R Block made up ﹤0.01% of Leonteq Securities AG's portfolio in Q2 2026, its #919 holding.
  • Leonteq Securities AG first reported a position in H&R Block in Q4 2020 and has held it in 11 quarters since.
  • Leonteq Securities AG's H&R Block position peaked at $222K in Q3 2023.
  • 537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Leonteq Securities AG's 13F filing for Q2 2026, filed 27 Jul 2026.