MML Investors Services’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-14,381
| Closed | -$627K | – | 3077 |
|
|
2025
Q4 | $627K | Sell |
14,381
-794
| -5% | -$37.1K | ﹤0.01% | 2107 |
|
|
2025
Q3 | $767K | Sell |
15,175
-137
| -0.9% | -$7.24K | ﹤0.01% | 1905 |
|
|
2025
Q2 | $840K | Sell |
15,312
-5,832
| -28% | -$337K | ﹤0.01% | 1759 |
|
|
2025
Q1 | $1.16M | Buy |
21,144
+4,281
| +25% | +$229K | ﹤0.01% | 1483 |
|
|
2024
Q4 | $891K | Buy |
16,863
+1,308
| +8% | +$76.9K | ﹤0.01% | 1581 |
|
|
2024
Q3 | $989K | Sell |
15,555
-1,163
| -7% | -$69.3K | ﹤0.01% | 1460 |
|
|
2024
Q2 | $907K | Sell |
16,718
-582
| -3% | -$29K | ﹤0.01% | 1453 |
|
|
2024
Q1 | $850K | Sell |
17,300
-495
| -3% | -$23.5K | ﹤0.01% | 1503 |
|
|
2023
Q4 | $861K | Sell |
17,795
-10,085
| -36% | -$449K | ﹤0.01% | 1451 |
|
|
2023
Q3 | $1.2M | Buy |
27,880
+12,407
| +80% | +$458K | 0.01% | 1142 |
|
|
2023
Q2 | $493K | Buy |
+15,473
| New | +$500K | ﹤0.01% | 1637 |
|
|
2023
Q1 | – | Sell |
-18,933
| Closed | -$691K | – | 2168 |
|
|
2022
Q4 | $691K | Buy |
18,933
+2,201
| +13% | +$89.4K | ﹤0.01% | 1331 |
|
|
2022
Q3 | $712K | Buy |
16,732
+1,020
| +6% | +$43.2K | 0.01% | 1241 |
|
|
2022
Q2 | $555K | Sell |
15,712
-980
| -6% | -$30.3K | ﹤0.01% | 1353 |
|
|
2022
Q1 | $435K | Buy |
16,692
+7,757
| +87% | +$188K | ﹤0.01% | 1532 |
|
|
2021
Q4 | $210K | Buy |
8,935
+550
| +7% | +$13.3K | ﹤0.01% | 1903 |
|
|
2021
Q3 | $210K | Buy |
+8,385
| New | +$209K | ﹤0.01% | 1839 |
|
|
2021
Q1 | – | Sell |
-29,435
| Closed | -$467K | – | 1815 |
|
|
2020
Q4 | $467K | Sell |
29,435
-16,782
| -36% | -$290K | 0.01% | 1186 |
|
|
2020
Q3 | $753K | Sell |
46,217
-2,852
| -6% | -$41.9K | 0.01% | 879 |
|
|
2020
Q2 | $701K | Buy |
49,069
+31,846
| +185% | +$503K | 0.01% | 869 |
|
|
2020
Q1 | $243K | Buy |
17,223
+3,331
| +24% | +$69.8K | ﹤0.01% | 1175 |
|
|
2019
Q4 | $326K | Buy |
13,892
+1,647
| +13% | +$39.5K | ﹤0.01% | 1194 |
|
|
2019
Q3 | $289K | Sell |
12,245
-9,243
| -43% | -$245K | ﹤0.01% | 1209 |
|
|
2019
Q2 | $630K | Sell |
21,488
-396
| -2% | -$10.6K | 0.01% | 919 |
|
|
2019
Q1 | $524K | Buy |
21,884
+3,807
| +21% | +$93.6K | 0.01% | 984 |
|
|
2018
Q4 | $459K | Buy |
18,077
+8,940
| +98% | +$239K | 0.01% | 950 |
|
|
2018
Q3 | $235K | Buy |
+9,137
| New | +$232K | ﹤0.01% | 1409 |
|
|
2018
Q1 | – | Sell |
-9,623
| Closed | -$252K | – | 1417 |
|
|
2017
Q4 | $252K | Sell |
9,623
-1,256
| -12% | -$32.6K | ﹤0.01% | 1174 |
|
|
2017
Q3 | $288K | Buy |
10,879
+1,179
| +12% | +$34.2K | 0.01% | 1034 |
|
|
2017
Q2 | $300K | Sell |
9,700
-2,210
| -19% | -$58K | 0.01% | 978 |
|
|
2017
Q1 | $277K | Buy |
+11,910
| New | +$266K | 0.01% | 623 |
|
Other funds holding HRB
VPM
VCM
MML Investors Services's HRB Position: Q1 2026 in Review
MML Investors Services sold out of H&R Block (HRB) in Q1 2026, closing a stake of 14,381 shares — an estimated $627K sold.
MML Investors Services first reported a position in HRB in Q1 2017 and held it in 31 quarters. The position peaked at $1.2M in Q3 2023. 483 funds tracked by Wall St. Rank hold HRB as of Q1 2026.
- MML Investors Services reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
- MML Investors Services sold 14,381 H&R Block shares in Q1 2026, an estimated $627K.
- MML Investors Services first reported a position in H&R Block in Q1 2017 and held it in 31 quarters.
- MML Investors Services's H&R Block position peaked at $1.2M in Q3 2023.
- 483 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.
Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.