Mitsubishi UFJ Trust & Banking
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Mitsubishi UFJ Trust & Banking’s H&R Block HRB Stock Holding History

Mitsubishi UFJ Trust & Banking’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 		$1.5M Sell
39,320
-73,017
-65% -$2.54M ﹤0.01% 767
2026
Q1 		$3.57M Buy
112,337
+36,864
+49% +$1.28M 0.01% 706
2025
Q4 		$3.29M Buy
75,473
+37,998
+101% +$1.78M 0.01% 714
2025
Q3 		$1.9M Sell
37,475
-57,369
-60% -$3.03M ﹤0.01% 804
2025
Q2 		$5.21M Sell
94,844
-24,814
-21% -$1.43M 0.01% 680
2025
Q1 		$6.57M Sell
119,658
-9,937
-8% -$531K 0.02% 634
2024
Q4 		$6.85M Buy
129,595
+21,934
+20% +$1.29M 0.02% 650
2024
Q3 		$6.84M Buy
107,661
+7,190
+7% +$429K 0.02% 659
2024
Q2 		$5.45M Buy
100,471
+32,378
+48% +$1.61M 0.01% 661
2024
Q1 		$3.28M Buy
68,093
+3,910
+6% +$186K 0.01% 734
2023
Q4 		$3.11M Sell
64,183
-5,702
-8% -$254K 0.01% 733
2023
Q3 		$3.01M Buy
69,885
+19,052
+37% +$703K 0.01% 736
2023
Q2 		$1.62M Buy
50,833
+4,326
+9% +$140K ﹤0.01% 791
2023
Q1 		$1.64M Sell
46,507
-1,019
-2% -$37.7K ﹤0.01% 788
2022
Q4 		$1.74M Buy
47,526
+5,852
+14% +$238K ﹤0.01% 783
2022
Q3 		$1.77M Buy
41,674
+3,742
+10% +$158K 0.01% 773
2022
Q2 		$1.34M Sell
37,932
-21,768
-36% -$672K ﹤0.01% 806
2022
Q1 		$1.55M Sell
59,700
-94,841
-61% -$2.3M ﹤0.01% 826
2021
Q4 		$3.64M Buy
154,541
+9,935
+7% +$241K 0.01% 763
2021
Q3 		$3.62M Buy
144,606
+42,271
+41% +$1.05M 0.01% 783
2021
Q2 		$2.37M Sell
102,335
-66,565
-39% -$1.58M 0.01% 828
2021
Q1 		$2.68M Sell
168,900
-51,090
-23% -$966K 0.01% 769
2020
Q4 		$3.49M Buy
219,990
+30,688
+16% +$530K 0.01% 771
2020
Q3 		$3.08M Buy
189,302
+16,900
+10% +$248K 0.01% 762
2020
Q2 		$2.46M Buy
172,402
+15,902
+10% +$251K 0.01% 762
2020
Q1 		$2.2M Buy
156,500
+6,800
+5% +$142K 0.01% 767
2019
Q4 		$3.52M Sell
149,700
-326,839
-69% -$7.85M 0.01% 770
2019
Q3 		$11.2M Buy
476,539
+93,111
+24% +$2.46M 0.03% 515
2019
Q2 		$11.1M Buy
383,428
+17,221
+5% +$463K 0.04% 477
2019
Q1 		$8.83M Buy
366,207
+23,199
+7% +$570K 0.03% 526
2018
Q4 		$8.7M Buy
343,008
+124,006
+57% +$3.31M 0.04% 491
2018
Q3 		$5.64M Sell
219,002
-199,656
-48% -$5.07M 0.02% 639
2018
Q2 		$9.54M Buy
418,658
+775
+0.2% +$20.6K 0.02% 683
2018
Q1 		$10.6M Buy
417,883
+1,151
+0.3% +$30.3K 0.02% 672
2017
Q4 		$10.9M Sell
416,732
-221
-0.1% -$5.74K 0.02% 667
2017
Q3 		$11M Sell
416,953
-3,407
-0.8% -$99K 0.02% 647
2017
Q2 		$13M Sell
420,360
-37,325
-8% -$980K 0.03% 622
2017
Q1 		$10.6M Sell
457,685
-8,211
-2% -$184K 0.02% 635
2016
Q4 		$10.7M Sell
465,896
-15,630
-3% -$357K 0.02% 637
2016
Q3 		$11.1M Sell
481,526
-478
-0.1% -$11.2K 0.02% 613
2016
Q2 		$11.1M Buy
482,004
+3,237
+0.7% +$72K 0.02% 606
2016
Q1 		$12.6M Buy
478,767
+6,493
+1% +$204K 0.03% 587
2015
Q4 		$15.7M Sell
472,274
-64,791
-12% -$2.3M 0.04% 517
2015
Q3 		$19.4M Sell
537,065
-7,362
-1% -$249K 0.05% 437
2015
Q2 		$16.1M Buy
544,427
+23,070
+4% +$724K 0.04% 523
2015
Q1 		$16.7M Buy
521,357
+8,446
+2% +$283K 0.04% 514
2014
Q4 		$17.3M Buy
512,911
+13,554
+3% +$434K 0.04% 485
2014
Q3 		$15.5M Sell
499,357
-23,148
-4% -$755K 0.04% 498
2014
Q2 		$17.5M Buy
522,505
+7,320
+1% +$218K 0.04% 482
2014
Q1 		$15.6M Buy
515,185
+2,875
+0.6% +$86.3K 0.04% 493
2013
Q4 		$14.9M Buy
512,310
+1,509
+0.3% +$42.9K 0.04% 514
2013
Q3 		$13.6M Buy
510,801
+1,679
+0.3% +$48.9K 0.04% 515
2013
Q2 		$14.1M Buy
+509,122
New +$14.5M 0.04% 476

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

Mitsubishi UFJ Trust & Banking's HRB Position: Q2 2026 in Review

Mitsubishi UFJ Trust & Banking reduced its H&R Block (HRB) stake by 65% in Q2 2026, selling an estimated $2.54M and leaving 39,320 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Mitsubishi UFJ Trust & Banking first reported a position in HRB in Q2 2013 and has held it in 53 quarters since. The position peaked at $19.4M in Q3 2015. 536 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Mitsubishi UFJ Trust & Banking held 39,320 shares of H&R Block worth $1.5M as of Q2 2026.
  • Mitsubishi UFJ Trust & Banking sold 73,017 H&R Block shares in Q2 2026, an estimated $2.54M.
  • H&R Block made up ﹤0.01% of Mitsubishi UFJ Trust & Banking's portfolio in Q2 2026, its #767 holding.
  • Mitsubishi UFJ Trust & Banking first reported a position in H&R Block in Q2 2013 and has held it in 53 quarters since.
  • Mitsubishi UFJ Trust & Banking's H&R Block position peaked at $19.4M in Q3 2015.
  • 536 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q2 2026, filed 6 Aug 2026.