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
2020 Q4	–	Sell	-40,000	Closed	-$260K	–	3395
2020 Q3	$260K	Sell	40,000 -150,000	-79%	-$2.21M	﹤0.01%	2007
2020 Q2	$371K	Buy	190,000 +150,000	+375%	+$2.37M	﹤0.01%	2353
2020 Q1	$444K	Sell	40,000 -150,000	-79%	-$3.14M	﹤0.01%	1932
2019 Q4	$396K	Sell	190,000 -321,700	-63%	-$7.72M	﹤0.01%	1962
2019 Q3	$902K	Hold	511,700	–	–	0.01%	1454
2019 Q2	$359K	Buy	+511,700	New	+$13.8M	﹤0.01%	2096
2019 Q1	–	Sell	-250,000	Closed	-$38K	–	3457
2018 Q4	$38K	Hold	250,000	–	–	﹤0.01%	2857
2018 Q3	$162K	Buy	+250,000	New	+$6.34M	﹤0.01%	2663

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.