Steven Cohen’s H&R Block HRB Stock Holding History

Steven Cohen’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	–	Sell	-119,858	Closed	-$4.18M	–	4101
2025 Q4	$5.22M	Buy	+119,858	New	+$5.6M	0.01%	1818
2025 Q3	–	Sell	-149,900	Closed	-$8.23M	–	2483
2025 Q2	$8.23M	Buy	+149,900	New	+$8.66M	0.02%	811
2024 Q4	–	Sell	-28,652	Closed	-$1.82M	–	2230
2024 Q3	$1.82M	Buy	+28,652	New	+$1.71M	﹤0.01%	1229
2023 Q2	–	Sell	-23,574	Closed	-$831K	–	2435
2023 Q1	$831K	Buy	+23,574	New	+$872K	﹤0.01%	1133
2019 Q3	–	Sell	-49,544	Closed	-$1.45M	–	1275
2019 Q2	$1.45M	Buy	49,544 +48,627	+5,303%	+$1.31M	0.01%	714
2019 Q1	$22K	Buy	+917	New	+$22.5K	﹤0.01%	979
2018 Q2	–	Sell	-1,342,400	Closed	-$35.6M	–	1064
2018 Q1	$34.1M	Buy	1,342,400 +1,264,698	+1,628%	+$33.3M	0.14%	187
2017 Q4	$2.04M	Buy	+77,702	New	+$2.02M	0.01%	739
2015 Q3	–	Sell	-203,300	Closed	-$6.03M	–	830
2015 Q2	$6.03M	Buy	+203,300	New	+$6.38M	0.04%	417

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

Steven Cohen's HRB Position: Q1 2026 in Review

Steven Cohen sold out of H&R Block (HRB) in Q1 2026, closing a stake of 119,858 shares — an estimated $4.18M sold.

Steven Cohen first reported a position in HRB in Q2 2015 and held it in 9 quarters. The position peaked at $34.1M in Q1 2018. 484 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Steven Cohen reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
Steven Cohen sold 119,858 H&R Block shares in Q1 2026, an estimated $4.18M.
Steven Cohen first reported a position in H&R Block in Q2 2015 and held it in 9 quarters.
Steven Cohen's H&R Block position peaked at $34.1M in Q1 2018.
484 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Point72 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.