Simplex Trading’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 | – | Sell |
-1,540
| Closed | -$53.7K | – | 9703 |
|
|
2026
Q1 | $48.9K | Sell |
1,540
-11,663
| -88% | -$406K | ﹤0.01% | 5907 |
|
|
2025
Q4 | $575K | Buy |
13,203
+11,095
| +526% | +$519K | ﹤0.01% | 3166 |
|
|
2025
Q3 | $106K | Buy |
+2,108
| New | +$111K | ﹤0.01% | 5666 |
|
|
2024
Q3 | – | Sell |
-6,146
| Closed | -$366K | – | 8935 |
|
|
2024
Q2 | $333K | Buy |
+6,146
| New | +$306K | ﹤0.01% | 4106 |
|
|
2024
Q1 | – | Sell |
-2,666
| Closed | -$127K | – | 9263 |
|
|
2023
Q4 | $128K | Sell |
2,666
-19,845
| -88% | -$885K | ﹤0.01% | 5124 |
|
|
2023
Q3 | $969K | Buy |
+22,511
| New | +$831K | ﹤0.01% | 2690 |
|
|
2022
Q4 | – | Sell |
-10,328
| Closed | -$420K | – | 9684 |
|
|
2022
Q3 | $439K | Sell |
10,328
-13,687
| -57% | -$579K | ﹤0.01% | 3612 |
|
|
2022
Q2 | $848K | Buy |
24,015
+15,123
| +170% | +$467K | ﹤0.01% | 2805 |
|
|
2022
Q1 | $231K | Sell |
8,892
-60,280
| -87% | -$1.46M | ﹤0.01% | 4945 |
|
|
2021
Q4 | $1.63M | Buy |
69,172
+15,116
| +28% | +$367K | ﹤0.01% | 2263 |
|
|
2021
Q3 | $1.28M | Hold |
54,056
| – | – | ﹤0.01% | 2740 |
|
|
2021
Q2 | $1.27M | Buy |
+54,056
| New | +$1.28M | ﹤0.01% | 2784 |
|
|
2021
Q1 | – | Sell |
-49,065
| Closed | -$927K | – | 9300 |
|
|
2020
Q4 | $778K | Buy |
+49,065
| New | +$847K | ﹤0.01% | 2867 |
|
|
2020
Q3 | – | Sell |
-33,715
| Closed | -$496K | – | 8073 |
|
|
2020
Q2 | $481K | Buy |
33,715
+28,382
| +532% | +$449K | ﹤0.01% | 2955 |
|
|
2020
Q1 | $75K | Buy |
+5,333
| New | +$112K | ﹤0.01% | 4688 |
|
|
2019
Q3 | – | Sell |
-18,499
| Closed | -$490K | – | 7503 |
|
|
2019
Q2 | $542K | Buy |
+18,499
| New | +$497K | ﹤0.01% | 2488 |
|
|
2018
Q4 | – | Sell |
-6,682
| Closed | -$178K | – | 7331 |
|
|
2018
Q3 | $172K | Sell |
6,682
-60,489
| -90% | -$1.53M | ﹤0.01% | 3825 |
|
|
2018
Q2 | $1.53M | Buy |
+67,171
| New | +$1.78M | 0.01% | 1374 |
|
|
2017
Q3 | – | Sell |
-7,694
| Closed | -$223K | – | 6187 |
|
|
2017
Q2 | $237K | Sell |
7,694
-19,257
| -71% | -$505K | 0.01% | 1091 |
|
|
2017
Q1 | $626K | Buy |
26,951
+17,358
| +181% | +$388K | 0.03% | 565 |
|
|
2016
Q4 | $220K | Buy |
9,593
+1,186
| +14% | +$27.1K | 0.01% | 991 |
|
|
2016
Q3 | $194K | Sell |
8,407
-9,530
| -53% | -$223K | 0.01% | 1055 |
|
|
2016
Q2 | $412K | Buy |
17,937
+15,861
| +764% | +$353K | 0.03% | 610 |
|
|
2016
Q1 | $54K | Buy |
+2,076
| New | +$65.2K | ﹤0.01% | 1890 |
|
|
2015
Q3 | – | Sell |
-6,576
| Closed | -$223K | – | 5784 |
|
|
2015
Q2 | $194K | Sell |
6,576
-2,843
| -30% | -$89.2K | 0.02% | 811 |
|
|
2015
Q1 | $302K | Buy |
9,419
+8,259
| +712% | +$277K | 0.04% | 528 |
|
|
2014
Q4 | $39K | Buy |
+1,160
| New | +$37.2K | ﹤0.01% | 1541 |
|
Other funds holding HRB
Simplex Trading's HRB Position: Q2 2026 in Review
Simplex Trading sold out of H&R Block (HRB) in Q2 2026, closing a stake of 1,540 shares — an estimated $53.7K sold.
Simplex Trading first reported a position in HRB in Q4 2014 and held it in 27 quarters. The position peaked at $1.63M in Q4 2021. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.
- Simplex Trading reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
- Simplex Trading sold 1,540 H&R Block shares in Q2 2026, an estimated $53.7K.
- Simplex Trading first reported a position in H&R Block in Q4 2014 and held it in 27 quarters.
- Simplex Trading's H&R Block position peaked at $1.63M in Q4 2021.
- 540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.
Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.