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Swiss Life Asset Management’s H&R Block HRB Stock Holding History

Swiss Life Asset Management’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 		$527K Buy
13,842
+1,908
+16% +$66.5K ﹤0.01% 927
2026
Q1 		$379K Buy
11,934
+1,400
+13% +$48.8K ﹤0.01% 993
2025
Q4 		$459K Buy
10,534
+4,456
+73% +$208K ﹤0.01% 821
2025
Q3 		$307K Buy
+6,078
New +$321K ﹤0.01% 891
2020
Q2 		– Sell
-56,624
Closed -$797K – 522
2020
Q1 		$797K Sell
56,624
-64,565
-53% -$1.35M 0.02% 390
2019
Q4 		$2.85M Sell
121,189
-32,654
-21% -$784K 0.05% 276
2019
Q3 		$3.63M Buy
153,843
+61,062
+66% +$1.62M 0.05% 219
2019
Q2 		$2.72M Buy
92,781
+31,999
+53% +$860K 0.03% 264
2019
Q1 		$1.45M Buy
+60,782
New +$1.49M 0.02% 344
2018
Q4 		– Sell
-37,154
Closed -$957K – 317
2018
Q3 		$957K Buy
37,154
+21,243
+134% +$539K 0.01% 396
2018
Q2 		$362K Sell
15,911
-166,566
-91% -$4.42M 0.01% 465
2018
Q1 		$4.64M Buy
182,477
+148,419
+436% +$3.9M 0.08% 194
2017
Q4 		$893K Buy
+34,058
New +$884K 0.02% 357
2017
Q2 		– Sell
-15,577
Closed -$362K – 467
2017
Q1 		$362K Buy
+15,577
New +$348K 0.01% 417

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Swiss Life Asset Management's HRB Position: Q2 2026 in Review

Swiss Life Asset Management increased its H&R Block (HRB) stake by 16% in Q2 2026, buying an estimated $66.5K and bringing the position to 13,842 shares worth $527K. The position accounts for ﹤0.01% of the portfolio, ranked #927.

Swiss Life Asset Management first reported a position in HRB in Q1 2017 and has held it in 14 quarters since. The position peaked at $4.64M in Q1 2018. 394 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Swiss Life Asset Management held 13,842 shares of H&R Block worth $527K as of Q2 2026.
  • Swiss Life Asset Management bought 1,908 H&R Block shares in Q2 2026, an estimated $66.5K.
  • H&R Block made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #927 holding.
  • Swiss Life Asset Management first reported a position in H&R Block in Q1 2017 and has held it in 14 quarters since.
  • Swiss Life Asset Management's H&R Block position peaked at $4.64M in Q1 2018.
  • 394 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.