Swiss National Bank
HRB icon

Swiss National Bank’s H&R Block HRB Stock Holding History

Swiss National Bank’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 		$7.94M Sell
250,100
-2,000
-0.8% -$69.7K ﹤0.01% 1088
2025
Q4 		$11M Sell
252,100
-7,400
-3% -$346K 0.01% 922
2025
Q3 		$13.1M Buy
259,500
+3,800
+1% +$201K 0.01% 818
2025
Q2 		$14M Sell
255,700
-9,800
-4% -$566K 0.01% 760
2025
Q1 		$14.6M Sell
265,500
-9,000
-3% -$481K 0.01% 725
2024
Q4 		$14.5M Buy
274,500
+2,200
+0.8% +$129K 0.01% 761
2024
Q3 		$17.3M Sell
272,300
-2,200
-0.8% -$131K 0.01% 685
2024
Q2 		$14.9M Sell
274,500
-9,800
-3% -$488K 0.01% 712
2024
Q1 		$14M Sell
284,300
-3,800
-1% -$181K 0.01% 756
2023
Q4 		$13.9M Sell
288,100
-46,700
-14% -$2.08M 0.01% 737
2023
Q3 		$14.4M Buy
334,800
+3,300
+1% +$122K 0.01% 726
2023
Q2 		$10.6M Sell
331,500
-4,000
-1% -$129K 0.01% 880
2023
Q1 		$11.8M Sell
335,500
-50,800
-13% -$1.88M 0.01% 792
2022
Q4 		$14.1M Buy
386,300
+7,900
+2% +$321K 0.01% 739
2022
Q3 		$16.1M Sell
378,400
-9,200
-2% -$389K 0.01% 680
2022
Q2 		$13.7M Sell
387,600
-27,700
-7% -$855K 0.01% 755
2022
Q1 		$10.8M Buy
415,300
+23,600
+6% +$573K 0.01% 979
2021
Q4 		$9.23M Sell
391,700
-9,200
-2% -$223K 0.01% 1053
2021
Q3 		$10M Sell
400,900
-3,400
-0.8% -$84.7K 0.01% 1001
2021
Q2 		$9.49M Sell
404,300
-36,400
-8% -$862K 0.01% 1036
2021
Q1 		$9.61M Buy
440,700
+4,900
+1% +$92.6K 0.01% 1021
2020
Q4 		$6.91M Hold
435,800
– – ﹤0.01% 1153
2020
Q3 		$7.1M Hold
435,800
– – 0.01% 977
2020
Q2 		$6.22M Buy
435,800
+46,500
+12% +$735K 0.01% 1024
2020
Q1 		$5.48M Buy
389,300
+3,591
+0.9% +$75.2K 0.01% 884
2019
Q4 		$9.06M Sell
385,709
-372,401
-49% -$8.94M 0.01% 821
2019
Q3 		$17.9M Buy
758,110
+89,144
+13% +$2.36M 0.02% 591
2019
Q2 		$19.6M Sell
668,966
-17,300
-3% -$465K 0.02% 590
2019
Q1 		$16.4M Buy
686,266
+18,300
+3% +$450K 0.02% 614
2018
Q4 		$16.9M Hold
667,966
– – 0.02% 571
2018
Q3 		$17.2M Sell
667,966
-23,700
-3% -$601K 0.02% 606
2018
Q2 		$15.8M Buy
691,666
+23,300
+3% +$618K 0.02% 615
2018
Q1 		$17M Sell
668,366
-96,000
-13% -$2.53M 0.02% 598
2017
Q4 		$20M Buy
764,366
+2,800
+0.4% +$72.7K 0.02% 593
2017
Q3 		$20.2M Buy
761,566
+8,100
+1% +$235K 0.02% 575
2017
Q2 		$23.3M Sell
753,466
-22,800
-3% -$598K 0.03% 559
2017
Q1 		$18M Buy
776,266
+147,700
+23% +$3.3M 0.02% 585
2016
Q4 		$14.5M Hold
628,566
– – 0.02% 596
2016
Q3 		$14.6M Sell
628,566
-32,800
-5% -$767K 0.02% 576
2016
Q2 		$15.2M Buy
661,366
+48,700
+8% +$1.08M 0.02% 569
2016
Q1 		$15.5M Buy
612,666
+184,400
+43% +$5.79M 0.03% 544
2015
Q4 		$14.3M Sell
428,266
-62,799
-13% -$2.23M 0.03% 487
2015
Q3 		$17.8M Buy
491,065
+46,900
+11% +$1.59M 0.05% 411
2015
Q2 		$13.2M Buy
444,165
+26,100
+6% +$819K 0.03% 504
2015
Q1 		$13.4M Buy
418,065
+164,100
+65% +$5.49M 0.04% 493
2014
Q4 		$8.55M Sell
253,965
-8,900
-3% -$285K 0.03% 473
2014
Q3 		$8.15M Sell
262,865
-4,300
-2% -$140K 0.03% 493
2014
Q2 		$8.96M Buy
267,165
+1,700
+0.6% +$50.6K 0.03% 473
2014
Q1 		$8.01M Sell
265,465
-25,800
-9% -$774K 0.03% 489
2013
Q4 		$8.46M Sell
291,265
-3,700
-1% -$105K 0.03% 488
2013
Q3 		$7.86M Buy
294,965
+6,300
+2% +$183K 0.03% 491
2013
Q2 		$8.01M Buy
+288,665
New +$8.24M 0.04% 455

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

Swiss National Bank's HRB Position: Q1 2026 in Review

Swiss National Bank reduced its H&R Block (HRB) stake by 0.79% in Q1 2026, selling an estimated $69.7K and leaving 250,100 shares worth $7.94M. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

Swiss National Bank first reported a position in HRB in Q2 2013 and has held it in 52 quarters since. The position peaked at $23.3M in Q2 2017. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Swiss National Bank held 250,100 shares of H&R Block worth $7.94M as of Q1 2026.
  • Swiss National Bank sold 2,000 H&R Block shares in Q1 2026, an estimated $69.7K.
  • H&R Block made up ﹤0.01% of Swiss National Bank's portfolio in Q1 2026, its #1088 holding.
  • Swiss National Bank first reported a position in H&R Block in Q2 2013 and has held it in 52 quarters since.
  • Swiss National Bank's H&R Block position peaked at $23.3M in Q2 2017.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Swiss National Bank's 13F filing for Q1 2026, filed 7 May 2026.