MAM
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Martingale Asset Management’s H&R Block HRB Stock Holding History

Martingale Asset Management’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 		– Sell
-7,658
Closed -$334K – 831
2025
Q4 		$334K Sell
7,658
-16,988
-69% -$794K 0.01% 674
2025
Q3 		$1.25M Sell
24,646
-327
-1% -$17.3K 0.03% 427
2025
Q2 		$1.37M Sell
24,973
-3,650
-13% -$211K 0.03% 394
2025
Q1 		$1.57M Sell
28,623
-602
-2% -$32.2K 0.04% 360
2024
Q4 		$1.54M Buy
29,225
+25,166
+620% +$1.48M 0.04% 370
2024
Q3 		$258K Buy
4,059
+19
+0.5% +$1.13K 0.01% 729
2024
Q2 		$219K Sell
4,040
-767
-16% -$38.2K ﹤0.01% 746
2024
Q1 		$236K Sell
4,807
-1,586
-25% -$75.3K ﹤0.01% 744
2023
Q4 		$309K Buy
+6,393
New +$285K 0.01% 695
2021
Q1 		– Sell
-122,195
Closed -$1.94M – 868
2020
Q4 		$1.94M Buy
+122,195
New +$2.11M 0.02% 293
2020
Q3 		– Sell
-122,005
Closed -$1.74M – 1059
2020
Q2 		$1.74M Sell
122,005
-1,417,286
-92% -$22.4M 0.02% 575
2020
Q1 		$21.7M Buy
1,539,291
+156,835
+11% +$3.28M 0.29% 113
2019
Q4 		$32.5M Buy
1,382,456
+86,412
+7% +$2.07M 0.33% 100
2019
Q3 		$30.6M Sell
1,296,044
-214,289
-14% -$5.67M 0.31% 112
2019
Q2 		$44.3M Sell
1,510,333
-37,910
-2% -$1.02M 0.46% 59
2019
Q1 		$37.1M Buy
1,548,243
+168,614
+12% +$4.14M 0.4% 78
2018
Q4 		$35M Buy
1,379,629
+1,001,475
+265% +$26.7M 0.46% 70
2018
Q3 		$9.74M Buy
378,154
+42,932
+13% +$1.09M 0.11% 192
2018
Q2 		$7.64M Buy
335,222
+17,978
+6% +$477K 0.09% 208
2018
Q1 		$8.06M Buy
317,244
+52,082
+20% +$1.37M 0.1% 195
2017
Q4 		$6.95M Buy
265,162
+13,296
+5% +$345K 0.09% 215
2017
Q3 		$6.67M Buy
251,866
+64,019
+34% +$1.86M 0.09% 231
2017
Q2 		$5.81M Buy
187,847
+99,426
+112% +$2.61M 0.08% 255
2017
Q1 		$2.06M Buy
+88,421
New +$1.98M 0.03% 543
2016
Q3 		– Sell
-11,402
Closed -$263K – 968
2016
Q2 		$263K Sell
11,402
-6,009
-35% -$134K ﹤0.01% 769
2016
Q1 		$460K Hold
17,411
– – 0.01% 668
2015
Q4 		$580K Hold
17,411
– – 0.01% 625
2015
Q3 		$631K Sell
17,411
-901
-5% -$30.5K 0.02% 601
2015
Q2 		$543K Sell
18,312
-12,236
-40% -$384K 0.01% 674
2015
Q1 		$980K Sell
30,548
-272,987
-90% -$9.14M 0.02% 531
2014
Q4 		$10.2M Sell
303,535
-19,991
-6% -$640K 0.28% 106
2014
Q3 		$10M Buy
323,526
+163,612
+102% +$5.33M 0.31% 89
2014
Q2 		$5.36M Buy
159,914
+31,762
+25% +$946K 0.17% 175
2014
Q1 		$3.87M Buy
128,152
+108,035
+537% +$3.24M 0.13% 202
2013
Q4 		$585K Sell
20,117
-68,830
-77% -$1.95M 0.02% 726
2013
Q3 		$2.37M Buy
88,947
+71,543
+411% +$2.08M 0.08% 268
2013
Q2 		$483K Buy
+17,404
New +$497K 0.02% 752

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

Martingale Asset Management's HRB Position: Q1 2026 in Review

Martingale Asset Management sold out of H&R Block (HRB) in Q1 2026, closing a stake of 7,658 shares — an estimated $334K sold.

Martingale Asset Management first reported a position in HRB in Q2 2013 and held it in 37 quarters. The position peaked at $44.3M in Q2 2019. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Martingale Asset Management reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
  • Martingale Asset Management sold 7,658 H&R Block shares in Q1 2026, an estimated $334K.
  • Martingale Asset Management first reported a position in H&R Block in Q2 2013 and held it in 37 quarters.
  • Martingale Asset Management's H&R Block position peaked at $44.3M in Q2 2019.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Martingale Asset Management's 13F filing for Q1 2026, filed 13 May 2026.