Raymond James Financial
HRB icon

Raymond James Financial’s H&R Block HRB Stock Holding History

Raymond James Financial’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 		$3.28M Sell
103,302
-75,262
-42% -$2.62M ﹤0.01% 2943
2025
Q4 		$7.78M Sell
178,564
-4,726
-3% -$221K ﹤0.01% 2170
2025
Q3 		$9.27M Buy
183,290
+7,086
+4% +$374K ﹤0.01% 1984
2025
Q2 		$9.67M Sell
176,204
-25,228
-13% -$1.46M ﹤0.01% 1897
2025
Q1 		$11.1M Sell
201,432
-1,541
-0.8% -$82.4K ﹤0.01% 1731
2024
Q4 		$10.7M Buy
+202,973
New +$11.9M ﹤0.01% 1793

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

Raymond James Financial's HRB Position: Q1 2026 in Review

Raymond James Financial reduced its H&R Block (HRB) stake by 42% in Q1 2026, selling an estimated $2.62M and leaving 103,302 shares worth $3.28M. The position accounts for ﹤0.01% of the portfolio, ranked #2943.

Raymond James Financial first reported a position in HRB in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.1M in Q1 2025. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Raymond James Financial held 103,302 shares of H&R Block worth $3.28M as of Q1 2026.
  • Raymond James Financial sold 75,262 H&R Block shares in Q1 2026, an estimated $2.62M.
  • H&R Block made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2943 holding.
  • Raymond James Financial first reported a position in H&R Block in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's H&R Block position peaked at $11.1M in Q1 2025.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.