Mercer Global Advisors
HRB icon

Mercer Global Advisors’s H&R Block HRB Stock Holding History

Mercer Global Advisors’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 		$1.23M Sell
38,716
-2,049
-5% -$71.4K ﹤0.01% 1460
2025
Q4 		$1.78M Buy
40,765
+133
+0.3% +$6.22K ﹤0.01% 1167
2025
Q3 		$2.05M Buy
40,632
+10,031
+33% +$530K ﹤0.01% 1026
2025
Q2 		$1.68M Sell
30,601
-1,539
-5% -$88.9K ﹤0.01% 957
2025
Q1 		$1.76M Sell
32,140
-1,339
-4% -$71.6K ﹤0.01% 883
2024
Q4 		$1.77M Buy
+33,479
New +$1.97M ﹤0.01% 869
2024
Q1 		– Sell
-46,908
Closed -$2.27M – 2091
2023
Q4 		$2.27M Sell
46,908
-30,127
-39% -$1.34M 0.01% 706
2023
Q3 		$3.32M Sell
77,035
-1,827
-2% -$67.5K 0.01% 542
2023
Q2 		$2.51M Buy
78,862
+10,259
+15% +$331K 0.01% 659
2023
Q1 		$2.42M Sell
68,603
-3,929
-5% -$145K 0.01% 630
2022
Q4 		$2.65M Sell
72,532
-5,501
-7% -$224K 0.01% 618
2022
Q3 		$3.32M Sell
78,033
-46,219
-37% -$1.96M 0.02% 494
2022
Q2 		$4.39M Buy
124,252
+18,753
+18% +$579K 0.03% 402
2022
Q1 		$2.75M Sell
105,499
-8,664
-8% -$210K 0.02% 556
2021
Q4 		$2.69M Buy
114,163
+9,106
+9% +$221K 0.02% 534
2021
Q3 		$2.63M Buy
105,057
+3,612
+4% +$90K 0.02% 519
2021
Q2 		$2.38M Buy
101,445
+143
+0.1% +$3.38K 0.02% 519
2021
Q1 		$2.21M Buy
101,302
+1,939
+2% +$36.6K 0.02% 494
2020
Q4 		$1.58M Sell
99,363
-2,388
-2% -$41.2K 0.02% 483
2020
Q3 		$1.66M Buy
+101,751
New +$1.5M 0.02% 427

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

Mercer Global Advisors's HRB Position: Q1 2026 in Review

Mercer Global Advisors reduced its H&R Block (HRB) stake by 5% in Q1 2026, selling an estimated $71.4K and leaving 38,716 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

Mercer Global Advisors first reported a position in HRB in Q3 2020 and has held it in 20 quarters since. The position peaked at $4.39M in Q2 2022. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Mercer Global Advisors held 38,716 shares of H&R Block worth $1.23M as of Q1 2026.
  • Mercer Global Advisors sold 2,049 H&R Block shares in Q1 2026, an estimated $71.4K.
  • H&R Block made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1460 holding.
  • Mercer Global Advisors first reported a position in H&R Block in Q3 2020 and has held it in 20 quarters since.
  • Mercer Global Advisors's H&R Block position peaked at $4.39M in Q2 2022.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.