SG Americas Securities’s H&R Block HRB Stock Holding History

SG Americas Securities’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
2021 Q1	–	Sell	-40,000	Closed	-$10K	–	3392
2020 Q4	$10K	Hold	40,000	–	–	﹤0.01%	3232
2020 Q3	$12K	Hold	40,000	–	–	﹤0.01%	2582
2020 Q2	$60K	Hold	40,000	–	–	﹤0.01%	3504
2020 Q1	$12K	Sell	40,000 -150,000	-79%	-$3.14M	﹤0.01%	3336
2019 Q4	$14K	Sell	190,000 -321,700	-63%	-$7.72M	﹤0.01%	3164
2019 Q3	$27K	Hold	511,700	–	–	﹤0.01%	2882
2019 Q2	$733K	Buy	+511,700	New	+$13.8M	0.01%	1642
2019 Q1	–	Sell	-250,000	Closed	-$8K	–	3456
2018 Q4	$8K	Hold	250,000	–	–	﹤0.01%	2952
2018 Q3	$100K	Buy	+250,000	New	+$6.34M	﹤0.01%	2873

Other funds holding HRB

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SG Americas Securities's HRB Position: Q2 2026 in Review

SG Americas Securities reduced its H&R Block (HRB) stake by 85% in Q2 2026, selling an estimated $4.88M and leaving 23,847 shares worth $908K. The position accounts for ﹤0.01% of the portfolio, ranked #1941.

SG Americas Securities first reported a position in HRB in Q2 2013 and has held it in 49 quarters since. The position peaked at $61.7M in Q3 2015. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

SG Americas Securities held 23,847 shares of H&R Block worth $908K as of Q2 2026.
SG Americas Securities sold 140,126 H&R Block shares in Q2 2026, an estimated $4.88M.
H&R Block made up ﹤0.01% of SG Americas Securities's portfolio in Q2 2026, its #1941 holding.
SG Americas Securities first reported a position in H&R Block in Q2 2013 and has held it in 49 quarters since.
SG Americas Securities's H&R Block position peaked at $61.7M in Q3 2015.
540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on SG Americas Securities's 13F filing for Q2 2026, filed 7 Aug 2026.