National Bank of Canada
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National Bank of Canada’s H&R Block HRB Stock Holding History

National Bank of Canada’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 		$46.8K Buy
1,475
+42
+3% +$1.46K ﹤0.01% 1998
2025
Q4 		$62.4K Sell
1,433
-57
-4% -$2.67K ﹤0.01% 1910
2025
Q3 		$75.3K Sell
1,490
-92,707
-98% -$4.9M ﹤0.01% 1831
2025
Q2 		$5.17M Buy
94,197
+90,147
+2,226% +$5.21M ﹤0.01% 944
2025
Q1 		$222K Sell
4,050
-730
-15% -$39K ﹤0.01% 1502
2024
Q4 		$253K Sell
4,780
-1,063
-18% -$62.5K ﹤0.01% 1565
2024
Q3 		$371K Sell
5,843
-405
-6% -$24.1K ﹤0.01% 1256
2024
Q2 		$342K Buy
6,248
+3,721
+147% +$185K ﹤0.01% 1239
2024
Q1 		$135K Sell
2,527
-216
-8% -$10.3K ﹤0.01% 1484
2023
Q4 		$134K Sell
2,743
-1,000
-27% -$44.6K ﹤0.01% 1512
2023
Q3 		$158K Hold
3,743
– – ﹤0.01% 1541
2023
Q2 		$119K Sell
3,743
-20,461
-85% -$661K ﹤0.01% 1557
2023
Q1 		$843K Buy
24,204
+7
+0% +$259 ﹤0.01% 1109
2022
Q4 		$858K Sell
24,197
-13,095
-35% -$532K ﹤0.01% 1126
2022
Q3 		$1.58M Buy
37,292
+8,117
+28% +$343K 0.01% 840
2022
Q2 		$1.03M Buy
29,175
+22,411
+331% +$692K ﹤0.01% 1008
2022
Q1 		$176K Hold
6,764
– – ﹤0.01% 1539
2021
Q4 		$159K Buy
+6,764
New +$164K ﹤0.01% 1518

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

National Bank of Canada's HRB Position: Q1 2026 in Review

National Bank of Canada increased its H&R Block (HRB) stake by 2.9% in Q1 2026, buying an estimated $1.46K and bringing the position to 1,475 shares worth $46.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1998.

National Bank of Canada first reported a position in HRB in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.17M in Q2 2025. 482 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • National Bank of Canada held 1,475 shares of H&R Block worth $46.8K as of Q1 2026.
  • National Bank of Canada bought 42 H&R Block shares in Q1 2026, an estimated $1.46K.
  • H&R Block made up ﹤0.01% of National Bank of Canada's portfolio in Q1 2026, its #1998 holding.
  • National Bank of Canada first reported a position in H&R Block in Q4 2021 and has held it in 18 quarters since.
  • National Bank of Canada's H&R Block position peaked at $5.17M in Q2 2025.
  • 482 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.