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 		$63.5K Sell
2,000
-34,500
-95% -$1.2M ﹤0.01% 5601
2025
Q4 		$1.59M Sell
36,500
-2,500
-6% -$117K ﹤0.01% 2172
2025
Q3 		$1.97M Sell
39,000
-13,500
-26% -$713K ﹤0.01% 2339
2025
Q2 		$2.88M Buy
52,500
+25,700
+96% +$1.48M ﹤0.01% 1794
2025
Q1 		$1.47M Sell
26,800
-18,100
-40% -$968K ﹤0.01% 2336
2024
Q4 		$2.37M Sell
44,900
-12,200
-21% -$717K ﹤0.01% 2040
2024
Q3 		$3.63M Sell
57,100
-51,500
-47% -$3.07M ﹤0.01% 1754
2024
Q2 		$5.89M Buy
108,600
+16,700
+18% +$831K ﹤0.01% 1330
2024
Q1 		$4.51M Buy
91,900
+16,200
+21% +$770K ﹤0.01% 1682
2023
Q4 		$3.66M Buy
75,700
+34,700
+85% +$1.55M ﹤0.01% 1820
2023
Q3 		$1.76M Sell
41,000
-11,600
-22% -$428K ﹤0.01% 2177
2023
Q2 		$1.68M Buy
52,600
+6,300
+14% +$204K ﹤0.01% 2120
2023
Q1 		$1.63M Sell
46,300
-41,400
-47% -$1.53M ﹤0.01% 2123
2022
Q4 		$3.2M Sell
87,700
-27,100
-24% -$1.1M ﹤0.01% 1515
2022
Q3 		$4.88M Sell
114,800
-15,400
-12% -$652K 0.01% 1224
2022
Q2 		$4.6M Buy
130,200
+93,600
+256% +$2.89M ﹤0.01% 1201
2022
Q1 		$953K Sell
36,600
-90,800
-71% -$2.2M ﹤0.01% 2984
2021
Q4 		$3M Sell
127,400
-7,800
-6% -$189K ﹤0.01% 1636
2021
Q3 		$3.21M Hold
135,200
– – ﹤0.01% 1607
2021
Q2 		$3.17M Buy
135,200
+133,672
+8,748% +$3.16M ﹤0.01% 1611
2021
Q1 		$3.33M Buy
1,528
+920
+151% +$17.4K 0.01% 1143
2020
Q4 		$964K Buy
608
+337
+124% +$5.82K ﹤0.01% 2610
2020
Q3 		$441K Sell
271
-691
-72% -$10.2K ﹤0.01% 3155
2020
Q2 		$1.37M Buy
962
+792
+466% +$12.5K ﹤0.01% 1841
2020
Q1 		$239K Buy
170
+124
+270% +$2.6K ﹤0.01% 3389
2019
Q4 		$108K Sell
46
-32
-41% -$768 ﹤0.01% 4443
2019
Q3 		$184K Buy
78
+26
+50% +$688 ﹤0.01% 3646
2019
Q2 		$152K Sell
52
-412
-89% -$11.1K ﹤0.01% 3751
2019
Q1 		$1.11M Sell
464
-17
-4% -$418 ﹤0.01% 1907
2018
Q4 		$1.22M Buy
481
+64
+15% +$1.71K ﹤0.01% 1472
2018
Q3 		$1.07M Sell
417
-1,302
-76% -$33K ﹤0.01% 1815
2018
Q2 		$3.92M Buy
1,719
+1,503
+696% +$39.9K 0.02% 685
2018
Q1 		$13K Buy
216
+91
+73% +$2.39K ﹤0.01% 3780
2017
Q4 		$3K Sell
125
-60
-32% -$1.56K ﹤0.01% 4897
2017
Q3 		$9K Hold
185
– – ﹤0.01% 3865
2017
Q2 		$7K Sell
185
-81
-30% -$2.13K ﹤0.01% 4291
2017
Q1 		$43K Sell
266
-31
-10% -$693 ﹤0.01% 2508
2016
Q4 		$63K Sell
297
-232
-44% -$5.3K ﹤0.01% 1931
2016
Q3 		$76K Buy
529
+407
+334% +$9.52K 0.01% 1754
2016
Q2 		$26K Buy
122
+80
+190% +$1.78K ﹤0.01% 2662
2016
Q1 		$11K Sell
42
-11
-21% -$345 ﹤0.01% 3375
2015
Q4 		$26K Sell
53
-7
-12% -$249 ﹤0.01% 2477
2015
Q3 		$27K Buy
60
+40
+200% +$1.35K ﹤0.01% 2493
2015
Q2 		$7K Buy
20
+9
+82% +$282 ﹤0.01% 3371
2015
Q1 		$2K Buy
+11
New +$368 ﹤0.01% 4106

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.