Principal Financial Group’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
Q2 | $11M | Buy |
287,666
+4,217
| +1% | +$147K | 0.01% | 1354 |
|
|
2026
Q1 | $9M | Buy |
283,449
+11,555
| +4% | +$403K | ﹤0.01% | 1382 |
|
|
2025
Q4 | $11.8M | Sell |
271,894
-25,392
| -9% | -$1.19M | 0.01% | 1209 |
|
|
2025
Q3 | $15M | Sell |
297,286
-6,623
| -2% | -$350K | 0.01% | 1029 |
|
|
2025
Q2 | $16.7M | Sell |
303,909
-4,750
| -2% | -$274K | 0.01% | 947 |
|
|
2025
Q1 | $16.9M | Sell |
308,659
-6,552
| -2% | -$350K | 0.01% | 940 |
|
|
2024
Q4 | $16.7M | Sell |
315,211
-8,341
| -3% | -$490K | 0.01% | 973 |
|
|
2024
Q3 | $20.6M | Sell |
323,552
-141,382
| -30% | -$8.43M | 0.01% | 823 |
|
|
2024
Q2 | $25.2M | Sell |
464,934
-62,441
| -12% | -$3.11M | 0.02% | 730 |
|
|
2024
Q1 | $25.9M | Sell |
527,375
-5,141
| -1% | -$244K | 0.02% | 764 |
|
|
2023
Q4 | $25.8M | Sell |
532,516
-33,671
| -6% | -$1.5M | 0.02% | 724 |
|
|
2023
Q3 | $24.4M | Sell |
566,187
-10,024
| -2% | -$370K | 0.02% | 707 |
|
|
2023
Q2 | $18.4M | Sell |
576,211
-27,380
| -5% | -$884K | 0.01% | 896 |
|
|
2023
Q1 | $21.3M | Sell |
603,591
-10,562
| -2% | -$391K | 0.02% | 812 |
|
|
2022
Q4 | $22.4M | Sell |
614,153
-68,939
| -10% | -$2.8M | 0.02% | 751 |
|
|
2022
Q3 | $29.1M | Sell |
683,092
-118,089
| -15% | -$5M | 0.02% | 552 |
|
|
2022
Q2 | $28.3M | Buy |
801,181
+52,222
| +7% | +$1.61M | 0.02% | 621 |
|
|
2022
Q1 | $19.5M | Sell |
748,959
-131,034
| -15% | -$3.18M | 0.01% | 924 |
|
|
2021
Q4 | $20.7M | Sell |
879,993
-143,473
| -14% | -$3.48M | 0.01% | 929 |
|
|
2021
Q3 | $25.6M | Sell |
1,023,466
-10,392
| -1% | -$259K | 0.02% | 758 |
|
|
2021
Q2 | $24.3M | Buy |
1,033,858
+133,775
| +15% | +$3.17M | 0.02% | 816 |
|
|
2021
Q1 | $19.6M | Buy |
900,083
+95,188
| +12% | +$1.8M | 0.01% | 925 |
|
|
2020
Q4 | $12.8M | Buy |
804,895
+215,278
| +37% | +$3.72M | 0.01% | 1081 |
|
|
2020
Q3 | $9.61M | Buy |
589,617
+129,202
| +28% | +$1.9M | 0.01% | 1100 |
|
|
2020
Q2 | $6.57M | Buy |
460,415
+80,102
| +21% | +$1.27M | 0.01% | 1297 |
|
|
2020
Q1 | $5.36M | Buy |
380,313
+18,523
| +5% | +$388K | 0.01% | 1249 |
|
|
2019
Q4 | $8.49M | Sell |
361,790
-19,814
| -5% | -$476K | 0.01% | 1324 |
|
|
2019
Q3 | $9.01M | Sell |
381,604
-21,355
| -5% | -$565K | 0.01% | 1259 |
|
|
2019
Q2 | $11.8M | Buy |
402,959
+8,559
| +2% | +$230K | 0.01% | 1122 |
|
|
2019
Q1 | $9.44M | Sell |
394,400
-46,774
| -11% | -$1.15M | 0.01% | 1262 |
|
|
2018
Q4 | $11.2M | Buy |
441,174
+118,095
| +37% | +$3.15M | 0.01% | 1106 |
|
|
2018
Q3 | $8.32M | Sell |
323,079
-1,120
| -0.3% | -$28.4K | 0.01% | 1418 |
|
|
2018
Q2 | $7.39M | Sell |
324,199
-2,514
| -0.8% | -$66.7K | 0.01% | 1458 |
|
|
2018
Q1 | $8.3M | Sell |
326,713
-406
| -0.1% | -$10.7K | 0.01% | 1344 |
|
|
2017
Q4 | $8.58M | Buy |
327,119
+4,009
| +1% | +$104K | 0.01% | 1346 |
|
|
2017
Q3 | $8.56M | Sell |
323,110
-14,216
| -4% | -$413K | 0.01% | 1339 |
|
|
2017
Q2 | $10.4M | Buy |
337,326
+49,726
| +17% | +$1.31M | 0.01% | 1199 |
|
|
2017
Q1 | $6.69M | Sell |
287,600
-42,681
| -13% | -$954K | 0.01% | 1427 |
|
|
2016
Q4 | $7.59M | Sell |
330,281
-9,217
| -3% | -$211K | 0.01% | 1344 |
|
|
2016
Q3 | $7.86M | Sell |
339,498
-130
| -0% | -$3.04K | 0.01% | 1257 |
|
|
2016
Q2 | $7.81M | Sell |
339,628
-22,827
| -6% | -$508K | 0.01% | 1210 |
|
|
2016
Q1 | $9.58M | Buy |
362,455
+3,670
| +1% | +$115K | 0.01% | 1022 |
|
|
2015
Q4 | $12M | Sell |
358,785
-20,304
| -5% | -$722K | 0.02% | 842 |
|
|
2015
Q3 | $13.7M | Sell |
379,089
-1,414
| -0.4% | -$47.9K | 0.02% | 733 |
|
|
2015
Q2 | $11.3M | Sell |
380,503
-34,449
| -8% | -$1.08M | 0.02% | 917 |
|
|
2015
Q1 | $13.3M | Buy |
414,952
+1,715
| +0.4% | +$57.4K | 0.02% | 771 |
|
|
2014
Q4 | $13.9M | Buy |
413,237
+3,531
| +0.9% | +$113K | 0.02% | 733 |
|
|
2014
Q3 | $12.7M | Buy |
409,706
+73,607
| +22% | +$2.4M | 0.02% | 750 |
|
|
2014
Q2 | $11.3M | Sell |
336,099
-61,627
| -15% | -$1.84M | 0.02% | 859 |
|
|
2014
Q1 | $12M | Buy |
397,726
+716
| +0.2% | +$21.5K | 0.02% | 789 |
|
|
2013
Q4 | $11.5M | Buy |
397,010
+993
| +0.3% | +$28.2K | 0.02% | 786 |
|
|
2013
Q3 | $10.6M | Sell |
396,017
-3,225
| -0.8% | -$93.9K | 0.02% | 778 |
|
|
2013
Q2 | $11.1M | Buy |
+399,242
| New | +$11.4M | 0.02% | 702 |
|
Other funds holding HRB
Principal Financial Group's HRB Position: Q2 2026 in Review
Principal Financial Group increased its H&R Block (HRB) stake by 1.5% in Q2 2026, buying an estimated $147K and bringing the position to 287,666 shares worth $11M. The position accounts for 0.01% of the portfolio, ranked #1354.
Principal Financial Group first reported a position in HRB in Q2 2013 and has held it in 53 quarters since. The position peaked at $29.1M in Q3 2022. 536 funds tracked by Wall St. Rank hold HRB as of Q2 2026.
- Principal Financial Group held 287,666 shares of H&R Block worth $11M as of Q2 2026.
- Principal Financial Group bought 4,217 H&R Block shares in Q2 2026, an estimated $147K.
- H&R Block made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1354 holding.
- Principal Financial Group first reported a position in H&R Block in Q2 2013 and has held it in 53 quarters since.
- Principal Financial Group's H&R Block position peaked at $29.1M in Q3 2022.
- 536 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.
Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.