SignatureFD’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
Q1 | $100K | Buy |
3,151
+2,308
| +274% | +$80.4K | ﹤0.01% | 1348 |
|
|
2025
Q4 | $36.7K | Buy |
843
+380
| +82% | +$17.8K | ﹤0.01% | 1823 |
|
|
2025
Q3 | $23.4K | Sell |
463
-188
| -29% | -$9.94K | ﹤0.01% | 2042 |
|
|
2025
Q2 | $35.8K | Buy |
651
+186
| +40% | +$10.7K | ﹤0.01% | 1764 |
|
|
2025
Q1 | $25.6K | Sell |
465
-1,950
| -81% | -$104K | ﹤0.01% | 1931 |
|
|
2024
Q4 | $128K | Buy |
2,415
+13
| +0.5% | +$764 | ﹤0.01% | 1105 |
|
|
2024
Q3 | $153K | Hold |
2,402
| – | – | ﹤0.01% | 1007 |
|
|
2024
Q2 | $130K | Sell |
2,402
-1,107
| -32% | -$55.1K | ﹤0.01% | 1027 |
|
|
2024
Q1 | $172K | Buy |
3,509
+1,064
| +44% | +$50.5K | ﹤0.01% | 896 |
|
|
2023
Q4 | $118K | Sell |
2,445
-7
| -0.3% | -$312 | ﹤0.01% | 1014 |
|
|
2023
Q3 | $106K | Buy |
2,452
+43
| +2% | +$1.59K | ﹤0.01% | 1025 |
|
|
2023
Q2 | $76.8K | Sell |
2,409
-125
| -5% | -$4.04K | ﹤0.01% | 1198 |
|
|
2023
Q1 | $89.3K | Buy |
2,534
+11
| +0.4% | +$407 | ﹤0.01% | 1097 |
|
|
2022
Q4 | $92.1K | Buy |
2,523
+2,037
| +419% | +$82.8K | ﹤0.01% | 1050 |
|
|
2022
Q3 | $21K | Sell |
486
-1,504
| -76% | -$63.6K | ﹤0.01% | 1707 |
|
|
2022
Q2 | $70K | Buy |
1,990
+1,523
| +326% | +$47K | ﹤0.01% | 1135 |
|
|
2022
Q1 | $12K | Sell |
467
-865
| -65% | -$21K | ﹤0.01% | 2073 |
|
|
2021
Q4 | $31K | Buy |
1,332
+931
| +232% | +$22.6K | ﹤0.01% | 1572 |
|
|
2021
Q3 | $10K | Buy |
401
+15
| +4% | +$374 | ﹤0.01% | 2063 |
|
|
2021
Q2 | $9K | Buy |
386
+22
| +6% | +$521 | ﹤0.01% | 2031 |
|
|
2021
Q1 | $8K | Sell |
364
-37
| -9% | -$699 | ﹤0.01% | 1949 |
|
|
2020
Q4 | $6K | Sell |
401
-80
| -17% | -$1.38K | ﹤0.01% | 1895 |
|
|
2020
Q3 | $8K | Sell |
481
-1,095
| -69% | -$16.1K | ﹤0.01% | 1719 |
|
|
2020
Q2 | $23K | Buy |
1,576
+652
| +71% | +$10.3K | ﹤0.01% | 1282 |
|
|
2020
Q1 | $13K | Sell |
924
-97
| -10% | -$2.03K | ﹤0.01% | 1394 |
|
|
2019
Q4 | $24K | Sell |
1,021
-247
| -19% | -$5.93K | ﹤0.01% | 1210 |
|
|
2019
Q3 | $30K | Buy |
1,268
+17
| +1% | +$450 | ﹤0.01% | 1097 |
|
|
2019
Q2 | $37K | Buy |
1,251
+197
| +19% | +$5.29K | ﹤0.01% | 992 |
|
|
2019
Q1 | $25K | Sell |
1,054
-296
| -22% | -$7.28K | ﹤0.01% | 1103 |
|
|
2018
Q4 | $34K | Sell |
1,350
-1,111
| -45% | -$29.7K | ﹤0.01% | 964 |
|
|
2018
Q3 | $63K | Buy |
2,461
+658
| +36% | +$16.7K | 0.01% | 793 |
|
|
2018
Q2 | $41K | Sell |
1,803
-432
| -19% | -$11.5K | ﹤0.01% | 924 |
|
|
2018
Q1 | $57K | Buy |
+2,235
| New | +$58.8K | 0.01% | 696 |
|
|
2017
Q2 | – | Sell |
-9,750
| Closed | -$227K | – | 303 |
|
|
2017
Q1 | $227K | Buy |
+9,750
| New | +$218K | 0.03% | 243 |
|
|
2016
Q4 | – | Sell |
-840
| Closed | -$19K | – | 660 |
|
|
2016
Q3 | $19K | Buy |
840
+124
| +17% | +$2.9K | ﹤0.01% | 838 |
|
|
2016
Q2 | $16K | Sell |
716
-9,003
| -93% | -$200K | ﹤0.01% | 779 |
|
|
2016
Q1 | $257K | Buy |
9,719
+27
| +0.3% | +$848 | 0.04% | 143 |
|
|
2015
Q4 | $323K | Hold |
9,692
| – | – | 0.06% | 97 |
|
|
2015
Q3 | $351K | Sell |
9,692
-2,800
| -22% | -$94.8K | 0.08% | 84 |
|
|
2015
Q2 | $370K | Buy |
12,492
+367
| +3% | +$11.5K | 0.08% | 91 |
|
|
2015
Q1 | $389K | Buy |
12,125
+1,225
| +11% | +$41K | 0.09% | 82 |
|
|
2014
Q4 | $367K | Hold |
10,900
| – | – | 0.09% | 82 |
|
|
2014
Q3 | $338K | Hold |
10,900
| – | – | 0.11% | 82 |
|
|
2014
Q2 | $365K | Buy |
+10,900
| New | +$325K | 0.13% | 71 |
|
Other funds holding HRB
VPM
VCM
SignatureFD's HRB Position: Q1 2026 in Review
SignatureFD increased its H&R Block (HRB) stake by 274% in Q1 2026, buying an estimated $80.4K and bringing the position to 3,151 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.
SignatureFD first reported a position in HRB in Q2 2014 and has held it in 44 quarters since. The position peaked at $389K in Q1 2015. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.
- SignatureFD held 3,151 shares of H&R Block worth $100K as of Q1 2026.
- SignatureFD bought 2,308 H&R Block shares in Q1 2026, an estimated $80.4K.
- H&R Block made up ﹤0.01% of SignatureFD's portfolio in Q1 2026, its #1348 holding.
- SignatureFD first reported a position in H&R Block in Q2 2014 and has held it in 44 quarters since.
- SignatureFD's H&R Block position peaked at $389K in Q1 2015.
- 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.
Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.