Swedbank
HRB icon

Swedbank’s H&R Block HRB Stock Holding History

Swedbank’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
Q2 		$13.2M Hold
345,643
– – 0.01% 477
2026
Q1 		$11M Hold
345,643
– – 0.01% 475
2025
Q4 		$15.1M Sell
345,643
-507
-0.1% -$23.7K 0.01% 437
2025
Q3 		$17.5M Hold
346,150
– – 0.02% 401
2025
Q2 		$19M Buy
346,150
+60,768
+21% +$3.51M 0.02% 385
2025
Q1 		$15.7M Hold
285,382
– – 0.02% 394
2024
Q4 		$15.1M Hold
285,382
– – 0.02% 402
2024
Q3 		$18.1M Buy
285,382
+69,414
+32% +$4.14M 0.02% 371
2024
Q2 		$11.7M Buy
215,968
+507
+0.2% +$25.2K 0.02% 413
2024
Q1 		$10.6M Sell
215,461
-507
-0.2% -$24.1K 0.09% 303
2023
Q4 		$10.4M Hold
215,968
– – 0.02% 428
2023
Q3 		$9.3M Hold
215,968
– – 0.02% 421
2023
Q2 		$6.88M Hold
215,968
– – 0.01% 468
2023
Q1 		$7.61M Hold
215,968
– – 0.02% 453
2022
Q4 		$7.88M Hold
215,968
– – 0.02% 451
2022
Q3 		$9.19M Hold
215,968
– – 0.02% 425
2022
Q2 		$7.63M Sell
215,968
-841,430
-80% -$26M 0.02% 461
2022
Q1 		$27.5M Buy
1,057,398
+507
+0% +$12.3K 0.05% 277
2021
Q4 		$25M Hold
1,056,891
– – 0.04% 305
2021
Q3 		$26.4M Hold
1,056,891
– – 0.05% 283
2021
Q2 		$24.8M Sell
1,056,891
-59,572
-5% -$1.41M 0.05% 303
2021
Q1 		$24.3M Sell
1,116,463
-1,205,872
-52% -$22.8M 0.05% 298
2020
Q4 		$36M Sell
2,322,335
-580,784
-20% -$10M 0.11% 120
2020
Q3 		$47.3M Sell
2,903,119
-1,610,985
-36% -$23.7M 0.16% 105
2020
Q2 		$64.5M Sell
4,514,104
-213,708
-5% -$3.38M 0.23% 102
2020
Q1 		$66.6M Sell
4,727,812
-4,820
-0.1% -$101K 0.33% 86
2019
Q4 		$111M Buy
4,732,632
+83,459
+2% +$2M 0.45% 82
2019
Q3 		$110M Sell
4,649,173
-50,924
-1% -$1.35M 0.5% 73
2019
Q2 		$138M Sell
4,700,097
-495,167
-10% -$13.3M 0.62% 54
2019
Q1 		$124M Buy
5,195,264
+18,193
+0.4% +$447K 0.59% 59
2018
Q4 		$131M Buy
+5,177,071
New +$138M 0.72% 54

Other funds holding HRB

TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return