MT
HRB icon

Midwest Trust’s H&R Block HRB Stock Holding History

Midwest Trust’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 		$5.3M Sell
167,138
-3,190
-2% -$111K 0.07% 202
2025
Q4 		$7.42M Sell
170,328
-3,442
-2% -$161K 0.09% 174
2025
Q3 		$8.79M Sell
173,770
-2,550
-1% -$135K 0.11% 161
2025
Q2 		$9.68M Buy
+176,320
New +$10.2M 0.13% 151

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

Midwest Trust's HRB Position: Q1 2026 in Review

Midwest Trust reduced its H&R Block (HRB) stake by 1.9% in Q1 2026, selling an estimated $111K and leaving 167,138 shares worth $5.3M. The position accounts for 0.07% of the portfolio, ranked #202.

Midwest Trust first reported a position in HRB in Q2 2025 and has held it in 4 quarters since. The position peaked at $9.68M in Q2 2025. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Midwest Trust held 167,138 shares of H&R Block worth $5.3M as of Q1 2026.
  • Midwest Trust sold 3,190 H&R Block shares in Q1 2026, an estimated $111K.
  • H&R Block made up 0.07% of Midwest Trust's portfolio in Q1 2026, its #202 holding.
  • Midwest Trust first reported a position in H&R Block in Q2 2025 and has held it in 4 quarters since.
  • Midwest Trust's H&R Block position peaked at $9.68M in Q2 2025.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.