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

Royal 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
2019 Q4	–	Sell	-200	Closed	-$5K	–	6935
2019 Q3	$5K	Hold	200	–	–	﹤0.01%	6027
2019 Q2	$6K	Buy	+200	New	+$5.38K	﹤0.01%	6229
2016 Q4	–	Sell	-16,100	Closed	-$373K	–	6692
2016 Q3	$373K	Buy	+16,100	New	+$377K	﹤0.01%	3956
2015 Q2	–	Sell	-50,100	Closed	-$1.61M	–	6642
2015 Q1	$1.61M	Buy	+50,100	New	+$1.68M	﹤0.01%	2457
2014 Q2	–	Sell	-5,000	Closed	-$151K	–	6018
2014 Q1	$151K	Buy	+5,000	New	+$150K	﹤0.01%	4303

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Royal Bank of Canada reduced its H&R Block (HRB) stake by 20% in Q1 2026, selling an estimated $3.81M and leaving 428,112 shares worth $13.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1708.

Royal Bank of Canada first reported a position in HRB in Q2 2013 and has held it in 52 quarters since. The position peaked at $82.5M in Q2 2025. 483 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Royal Bank of Canada held 428,112 shares of H&R Block worth $13.6M as of Q1 2026.
Royal Bank of Canada sold 109,382 H&R Block shares in Q1 2026, an estimated $3.81M.
H&R Block made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #1708 holding.
Royal Bank of Canada first reported a position in H&R Block in Q2 2013 and has held it in 52 quarters since.
Royal Bank of Canada's H&R Block position peaked at $82.5M in Q2 2025.
483 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

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