Simplex Trading
HRB icon

Simplex Trading’s H&R Block HRB Stock Holding History

Simplex Trading’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
2026
Q1 		$257K Buy
8,100
+6,300
+350% +$220K ﹤0.01% 3995
2025
Q4 		$78.4K Sell
1,800
-1,600
-47% -$74.8K ﹤0.01% 5241
2025
Q3 		$171K Sell
3,400
-5,800
-63% -$307K ﹤0.01% 5130
2025
Q2 		$504K Buy
9,200
+3,000
+48% +$173K ﹤0.01% 3503
2025
Q1 		$340K Sell
6,200
-12,400
-67% -$663K ﹤0.01% 3798
2024
Q4 		$982K Sell
18,600
-16,100
-46% -$946K ﹤0.01% 2858
2024
Q3 		$2.21M Buy
34,700
+2,200
+7% +$131K ﹤0.01% 2192
2024
Q2 		$1.76M Sell
32,500
-22,800
-41% -$1.14M ﹤0.01% 2327
2024
Q1 		$2.71M Buy
55,300
+32,900
+147% +$1.56M ﹤0.01% 2113
2023
Q4 		$1.08M Sell
22,400
-13,400
-37% -$597K ﹤0.01% 2941
2023
Q3 		$1.54M Sell
35,800
-1,900
-5% -$70.2K ﹤0.01% 2301
2023
Q2 		$1.2M Sell
37,700
-38,200
-50% -$1.23M ﹤0.01% 2431
2023
Q1 		$2.67M Sell
75,900
-60,200
-44% -$2.23M ﹤0.01% 1707
2022
Q4 		$4.97M Sell
136,100
-28,600
-17% -$1.16M 0.01% 1218
2022
Q3 		$7.01M Buy
164,700
+124,900
+314% +$5.29M 0.01% 990
2022
Q2 		$1.41M Buy
39,800
+26,000
+188% +$803K ﹤0.01% 2240
2022
Q1 		$359K Sell
13,800
-28,000
-67% -$680K ﹤0.01% 4291
2021
Q4 		$984K Sell
41,800
-37,700
-47% -$914K ﹤0.01% 2869
2021
Q3 		$1.89M Hold
79,500
– – ﹤0.01% 2223
2021
Q2 		$1.87M Buy
79,500
+77,868
+4,771% +$1.84M ﹤0.01% 2262
2021
Q1 		$3.56M Buy
1,632
+1,285
+370% +$24.3K 0.01% 1094
2020
Q4 		$550K Sell
347
-108
-24% -$1.86K ﹤0.01% 3298
2020
Q3 		$741K Buy
455
+205
+82% +$3.01K ﹤0.01% 2584
2020
Q2 		$357K Buy
250
+139
+125% +$2.2K ﹤0.01% 3311
2020
Q1 		$156K Sell
111
-227
-67% -$4.75K ﹤0.01% 3877
2019
Q4 		$793K Buy
338
+120
+55% +$2.88K ﹤0.01% 2302
2019
Q3 		$514K Buy
218
+52
+31% +$1.38K ﹤0.01% 2593
2019
Q2 		$486K Sell
166
-981
-86% -$26.4K ﹤0.01% 2585
2019
Q1 		$2.75M Buy
1,147
+785
+217% +$19.3K 0.01% 1093
2018
Q4 		$918K Buy
362
+54
+18% +$1.44K ﹤0.01% 1700
2018
Q3 		$793K Buy
308
+27
+10% +$685 ﹤0.01% 2119
2018
Q2 		$640K Buy
281
+67
+31% +$1.78K ﹤0.01% 2215
2018
Q1 		$13K Buy
214
+65
+44% +$1.71K ﹤0.01% 3779
2017
Q4 		$30K Sell
149
-6
-4% -$156 ﹤0.01% 2922
2017
Q3 		$21K Sell
155
-4
-3% -$116 ﹤0.01% 3098
2017
Q2 		$81K Sell
159
-113
-42% -$2.97K ﹤0.01% 1944
2017
Q1 		$33K Sell
272
-331
-55% -$7.4K ﹤0.01% 2751
2016
Q4 		$51K Buy
603
+430
+249% +$9.83K ﹤0.01% 2132
2016
Q3 		$37K Buy
173
+114
+193% +$2.67K ﹤0.01% 2369
2016
Q2 		$6K Buy
+59
New +$1.31K ﹤0.01% 4069
2016
Q1 		– Sell
-605
Closed -$15K – 5864
2015
Q4 		$15K Sell
605
-1,303
-68% -$46.3K ﹤0.01% 2942
2015
Q3 		$407K Buy
+1,908
New +$64.6K 0.03% 525
2015
Q2 		– Sell
-62
Closed -$2K – 5446
2015
Q1 		$2K Buy
+62
New +$2.08K ﹤0.01% 4105

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplex Trading's HRB Position: Q1 2026 in Review

Simplex Trading reduced its H&R Block (HRB) stake by 88% in Q1 2026, selling an estimated $406K and leaving 1,540 shares worth $48.9K. The position accounts for ﹤0.01% of the portfolio, ranked #5907.

Simplex Trading first reported a position in HRB in Q4 2014 and has held it in 27 quarters since. The position peaked at $1.63M in Q4 2021. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Simplex Trading held 1,540 shares of H&R Block worth $48.9K as of Q1 2026.
  • Simplex Trading sold 11,663 H&R Block shares in Q1 2026, an estimated $406K.
  • H&R Block made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #5907 holding.
  • Simplex Trading first reported a position in H&R Block in Q4 2014 and has held it in 27 quarters since.
  • Simplex Trading's H&R Block position peaked at $1.63M in Q4 2021.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.