T. Rowe Price Associates
HRB icon

T. Rowe Price Associates’s H&R Block HRB Stock Holding History

T. Rowe Price Associates’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 		$4.73M Sell
148,869
-492,049
-77% -$17.1M ﹤0.01% 1447
2025
Q4 		$27.9M Sell
640,918
-425,939
-40% -$19.9M ﹤0.01% 975
2025
Q3 		$54M Buy
1,066,857
+80,260
+8% +$4.24M 0.01% 785
2025
Q2 		$54.2M Buy
986,597
+9,800
+1% +$566K 0.01% 713
2025
Q1 		$53.6M Buy
976,797
+9,428
+1% +$504K 0.01% 708
2024
Q4 		$51.1M Sell
967,369
-4,973
-0.5% -$292K 0.01% 746
2024
Q3 		$61.8M Buy
972,342
+122,681
+14% +$7.31M 0.01% 700
2024
Q2 		$46.1M Buy
849,661
+269,434
+46% +$13.4M 0.01% 748
2024
Q1 		$28.5M Buy
580,227
+494,457
+576% +$23.5M ﹤0.01% 880
2023
Q4 		$4.15M Buy
85,770
+4,009
+5% +$179K ﹤0.01% 1258
2023
Q3 		$3.52M Buy
81,761
+2,959
+4% +$109K ﹤0.01% 1272
2023
Q2 		$2.51M Sell
78,802
-5,550
-7% -$179K ﹤0.01% 1404
2023
Q1 		$2.98M Buy
84,352
+1,160
+1% +$42.9K ﹤0.01% 1332
2022
Q4 		$3.04M Buy
83,192
+2,917
+4% +$119K ﹤0.01% 1316
2022
Q3 		$3.42M Sell
80,275
-7,055
-8% -$299K ﹤0.01% 1278
2022
Q2 		$3.08M Sell
87,330
-530
-0.6% -$16.4K ﹤0.01% 1500
2022
Q1 		$2.29M Buy
87,860
+5,360
+6% +$130K ﹤0.01% 1642
2021
Q4 		$1.94M Sell
82,500
-3,408
-4% -$82.7K ﹤0.01% 1723
2021
Q3 		$2.15M Buy
85,908
+39
+0% +$972 ﹤0.01% 1698
2021
Q2 		$2.02M Sell
85,869
-471
-0.5% -$11.2K ﹤0.01% 1733
2021
Q1 		$1.88M Buy
86,340
+17,223
+25% +$326K ﹤0.01% 1752
2020
Q4 		$1.1M Buy
69,117
+19,752
+40% +$341K ﹤0.01% 1898
2020
Q3 		$804K Sell
49,365
-326,990
-87% -$4.81M ﹤0.01% 1904
2020
Q2 		$5.37M Sell
376,355
-31,988
-8% -$506K ﹤0.01% 1376
2020
Q1 		$5.75M Buy
408,343
+26,177
+7% +$548K ﹤0.01% 1321
2019
Q4 		$8.97M Sell
382,166
-21,184
-5% -$509K ﹤0.01% 1328
2019
Q3 		$9.53M Sell
403,350
-642
-0.2% -$17K ﹤0.01% 1300
2019
Q2 		$11.8M Buy
403,992
+9,820
+2% +$264K ﹤0.01% 1288
2019
Q1 		$9.44M Buy
394,172
+6,400
+2% +$157K ﹤0.01% 1331
2018
Q4 		$9.84M Hold
387,772
– – ﹤0.01% 1308
2018
Q3 		$9.98M Hold
387,772
– – ﹤0.01% 1373
2018
Q2 		$8.83M Hold
387,772
– – ﹤0.01% 1367
2018
Q1 		$9.85M Sell
387,772
-2,800
-0.7% -$73.7K ﹤0.01% 1336
2017
Q4 		$10.2M Buy
390,572
+6,000
+2% +$156K ﹤0.01% 1338
2017
Q3 		$10.2M Buy
384,572
+5,863
+2% +$170K ﹤0.01% 1336
2017
Q2 		$11.7M Sell
378,709
-48,489
-11% -$1.27M ﹤0.01% 1292
2017
Q1 		$9.93M Sell
427,198
-11,200
-3% -$250K ﹤0.01% 1334
2016
Q4 		$10.1M Sell
438,398
-20
-0% -$457 ﹤0.01% 1315
2016
Q3 		$10.1M Buy
438,418
+1,010
+0.2% +$23.6K ﹤0.01% 1314
2016
Q2 		$10.1M Sell
437,408
-6,010
-1% -$134K ﹤0.01% 1293
2016
Q1 		$11.7M Buy
443,418
+2,380
+0.5% +$74.8K ﹤0.01% 1234
2015
Q4 		$14.7M Sell
441,038
-66,230
-13% -$2.35M ﹤0.01% 1179
2015
Q3 		$18.4M Buy
507,268
+820
+0.2% +$27.8K ﹤0.01% 1119
2015
Q2 		$15M Buy
506,448
+54,600
+12% +$1.71M ﹤0.01% 1232
2015
Q1 		$14.5M Sell
451,848
-2,910
-0.6% -$97.4K ﹤0.01% 1228
2014
Q4 		$15.3M Buy
454,758
+3,000
+0.7% +$96.1K ﹤0.01% 1201
2014
Q3 		$14M Buy
451,758
+10,450
+2% +$341K ﹤0.01% 1216
2014
Q2 		$14.8M Sell
441,308
-9,650
-2% -$287K ﹤0.01% 1209
2014
Q1 		$13.6M Buy
450,958
+35,100
+8% +$1.05M ﹤0.01% 1221
2013
Q4 		$12.1M Sell
415,858
-2,000
-0.5% -$56.8K ﹤0.01% 1236
2013
Q3 		$11.1M Sell
417,858
-4,400
-1% -$128K ﹤0.01% 1240
2013
Q2 		$11.7M Buy
+422,258
New +$12M ﹤0.01% 1206

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

T. Rowe Price Associates's HRB Position: Q1 2026 in Review

T. Rowe Price Associates reduced its H&R Block (HRB) stake by 77% in Q1 2026, selling an estimated $17.1M and leaving 148,869 shares worth $4.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

T. Rowe Price Associates first reported a position in HRB in Q2 2013 and has held it in 52 quarters since. The position peaked at $61.8M in Q3 2024. 482 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • T. Rowe Price Associates held 148,869 shares of H&R Block worth $4.73M as of Q1 2026.
  • T. Rowe Price Associates sold 492,049 H&R Block shares in Q1 2026, an estimated $17.1M.
  • H&R Block made up ﹤0.01% of T. Rowe Price Associates's portfolio in Q1 2026, its #1447 holding.
  • T. Rowe Price Associates first reported a position in H&R Block in Q2 2013 and has held it in 52 quarters since.
  • T. Rowe Price Associates's H&R Block position peaked at $61.8M in Q3 2024.
  • 482 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on T. Rowe Price Associates's 13F filing for Q1 2026, filed 15 May 2026.