Royce & Associates’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 | $40.5M | Buy |
1,063,355
+286,639
| +37% | +$9.99M | 0.33% | 73 |
|
|
2026
Q1 | $24.7M | Buy |
776,716
+460,649
| +146% | +$16.1M | 0.24% | 108 |
|
|
2025
Q4 | $13.8M | Buy |
316,067
+101,511
| +47% | +$4.75M | 0.14% | 225 |
|
|
2025
Q3 | $10.9M | Buy |
214,556
+135,100
| +170% | +$7.14M | 0.11% | 280 |
|
|
2025
Q2 | $4.36M | Sell |
79,456
-63,300
| -44% | -$3.66M | 0.04% | 488 |
|
|
2025
Q1 | $7.84M | Sell |
142,756
-13,300
| -9% | -$711K | 0.09% | 348 |
|
|
2024
Q4 | $8.25M | Sell |
156,056
-8,500
| -5% | -$499K | 0.08% | 374 |
|
|
2024
Q3 | $10.5M | Sell |
164,556
-10,000
| -6% | -$596K | 0.1% | 305 |
|
|
2024
Q2 | $9.47M | Sell |
174,556
-16,064
| -8% | -$800K | 0.09% | 326 |
|
|
2024
Q1 | $9.36M | Sell |
190,620
-168,500
| -47% | -$8.01M | 0.08% | 345 |
|
|
2023
Q4 | $17.4M | Sell |
359,120
-216,000
| -38% | -$9.63M | 0.16% | 181 |
|
|
2023
Q3 | $24.8M | Sell |
575,120
-115,767
| -17% | -$4.27M | 0.25% | 106 |
|
|
2023
Q2 | $22M | Buy |
690,887
+61,000
| +10% | +$1.97M | 0.21% | 126 |
|
|
2023
Q1 | $22.2M | Sell |
629,887
-118,945
| -16% | -$4.4M | 0.22% | 114 |
|
|
2022
Q4 | $27.3M | Sell |
748,832
-186,300
| -20% | -$7.57M | 0.29% | 81 |
|
|
2022
Q3 | $39.8M | Sell |
935,132
-398,524
| -30% | -$16.9M | 0.45% | 43 |
|
|
2022
Q2 | $47.1M | Sell |
1,333,656
-576,361
| -30% | -$17.8M | 0.48% | 40 |
|
|
2022
Q1 | $49.7M | Buy |
1,910,017
+101,797
| +6% | +$2.47M | 0.42% | 43 |
|
|
2021
Q4 | $42.6M | Buy |
1,808,220
+1,406,182
| +350% | +$34.1M | 0.32% | 62 |
|
|
2021
Q3 | $10.1M | Buy |
+402,038
| New | +$10M | 0.08% | 407 |
|
|
2020
Q3 | – | Sell |
-65
| Closed | -$1K | – | 1069 |
|
|
2020
Q2 | $1K | Buy |
+65
| New | +$1.03K | ﹤0.01% | 1156 |
|
|
2018
Q2 | – | Sell |
-8,000
| Closed | -$203K | – | 1231 |
|
|
2018
Q1 | $203K | Sell |
8,000
-2,000
| -20% | -$52.6K | ﹤0.01% | 1088 |
|
|
2017
Q4 | $262K | Hold |
10,000
| – | – | ﹤0.01% | 1078 |
|
|
2017
Q3 | $265K | Hold |
10,000
| – | – | ﹤0.01% | 1058 |
|
|
2017
Q2 | $309K | Hold |
10,000
| – | – | ﹤0.01% | 1063 |
|
|
2017
Q1 | $233K | Hold |
10,000
| – | – | ﹤0.01% | 1077 |
|
|
2016
Q4 | $230K | Buy |
+10,000
| New | +$229K | ﹤0.01% | 1038 |
|
|
2013
Q3 | – | Sell |
-28,300
| Closed | -$785K | – | 1462 |
|
|
2013
Q2 | $785K | Buy |
+28,300
| New | +$807K | ﹤0.01% | 1187 |
|
Other funds holding HRB
Royce & Associates's HRB Position: Q2 2026 in Review
Royce & Associates increased its H&R Block (HRB) stake by 37% in Q2 2026, buying an estimated $9.99M and bringing the position to 1,063,355 shares worth $40.5M. The position accounts for 0.33% of the portfolio, ranked #73.
Royce & Associates first reported a position in HRB in Q2 2013 and has held it in 28 quarters since. The position peaked at $49.7M in Q1 2022. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.
- Royce & Associates held 1,063,355 shares of H&R Block worth $40.5M as of Q2 2026.
- Royce & Associates bought 286,639 H&R Block shares in Q2 2026, an estimated $9.99M.
- H&R Block made up 0.33% of Royce & Associates's portfolio in Q2 2026, its #73 holding.
- Royce & Associates first reported a position in H&R Block in Q2 2013 and has held it in 28 quarters since.
- Royce & Associates's H&R Block position peaked at $49.7M in Q1 2022.
- 537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.
Based on Royce & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.