TRCT
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Tower Research Capital (TRC)’s H&R Block HRB Stock Holding History

Tower Research Capital (TRC)’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 		$131K Sell
4,136
-3,414
-45% -$119K ﹤0.01% 1970
2025
Q4 		$329K Buy
7,550
+1,584
+27% +$74K 0.01% 1091
2025
Q3 		$302K Buy
5,966
+1,687
+39% +$89.2K 0.01% 1178
2025
Q2 		$235K Sell
4,279
-1,901
-31% -$110K 0.01% 1633
2025
Q1 		$339K Sell
6,180
-5,572
-47% -$298K 0.01% 1073
2024
Q4 		$621K Buy
11,752
+8,659
+280% +$509K 0.01% 918
2024
Q3 		$197K Sell
3,093
-2,381
-43% -$142K 0.01% 1635
2024
Q2 		$297K Sell
5,474
-7,859
-59% -$391K 0.01% 1774
2024
Q1 		$655K Buy
13,333
+3,533
+36% +$168K 0.02% 714
2023
Q4 		$474K Sell
9,800
-312
-3% -$13.9K 0.01% 1404
2023
Q3 		$435K Sell
10,112
-1,305
-11% -$48.2K 0.01% 950
2023
Q2 		$364K Buy
11,417
+8,358
+273% +$270K 0.01% 1179
2023
Q1 		$108K Sell
3,059
-773
-20% -$28.6K ﹤0.01% 1803
2022
Q4 		$140K Sell
3,832
-4,190
-52% -$170K 0.01% 1565
2022
Q3 		$341K Sell
8,022
-3,500
-30% -$148K 0.01% 1441
2022
Q2 		$407K Buy
11,522
+5,362
+87% +$166K 0.01% 1268
2022
Q1 		$160K Sell
6,160
-3,467
-36% -$84.2K ﹤0.01% 1896
2021
Q4 		$227K Buy
9,627
+932
+11% +$22.6K ﹤0.01% 1659
2021
Q3 		$217K Sell
8,695
-7,718
-47% -$192K 0.01% 1746
2021
Q2 		$385K Buy
16,413
+6,299
+62% +$149K 0.01% 1393
2021
Q1 		$221K Sell
10,114
-6,587
-39% -$124K ﹤0.01% 1922
2020
Q4 		$265K Buy
16,701
+2,951
+21% +$51K 0.01% 1486
2020
Q3 		$224K Sell
13,750
-49,533
-78% -$728K ﹤0.01% 2468
2020
Q2 		$904K Buy
+63,283
New +$1M 0.04% 588
2020
Q1 		– Sell
-6,994
Closed -$164K – 3419
2019
Q4 		$164K Sell
6,994
-172
-2% -$4.13K 0.01% 673
2019
Q3 		$169K Buy
7,166
+256
+4% +$6.77K 0.01% 1088
2019
Q2 		$202K Sell
6,910
-10,224
-60% -$275K 0.01% 847
2019
Q1 		$410K Buy
17,134
+11,004
+180% +$270K 0.02% 722
2018
Q4 		$156K Buy
6,130
+5,689
+1,290% +$152K 0.01% 776
2018
Q3 		$11K Sell
441
-4,208
-91% -$107K ﹤0.01% 2695
2018
Q2 		$106K Buy
4,649
+2,369
+104% +$62.9K 0.01% 1397
2018
Q1 		$58K Buy
2,280
+1,776
+352% +$46.7K 0.01% 1603
2017
Q4 		$13K Sell
504
-899
-64% -$23.3K ﹤0.01% 2375
2017
Q3 		$37K Buy
1,403
+935
+200% +$27.2K ﹤0.01% 2245
2017
Q2 		$14K Buy
+468
New +$12.3K ﹤0.01% 1414
2017
Q1 		– Sell
-5,212
Closed -$120K – 3420
2016
Q4 		$120K Buy
5,212
+3,790
+267% +$86.7K 0.01% 871
2016
Q3 		$33K Sell
1,422
-4,119
-74% -$96.4K ﹤0.01% 1356
2016
Q2 		$127K Buy
5,541
+5,468
+7,490% +$122K 0.01% 959
2016
Q1 		$2K Buy
+73
New +$2.29K ﹤0.01% 3382
2015
Q4 		– Sell
-950
Closed -$34K – 4706
2015
Q3 		$34K Buy
+950
New +$32.2K ﹤0.01% 1296
2015
Q1 		– Sell
-244
Closed -$8K – 4621
2014
Q4 		$8K Sell
244
-550
-69% -$17.6K ﹤0.01% 2341
2014
Q3 		$25K Sell
794
-2,277
-74% -$74.2K ﹤0.01% 2116
2014
Q2 		$103K Buy
3,071
+2,201
+253% +$65.5K 0.01% 886
2014
Q1 		$26K Sell
870
-4,877
-85% -$146K ﹤0.01% 1644
2013
Q4 		$167K Sell
5,747
-13,143
-70% -$373K 0.03% 601
2013
Q3 		$504K Buy
18,890
+7,085
+60% +$206K 0.05% 316
2013
Q2 		$328K Buy
+11,805
New +$337K 0.03% 162

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

Tower Research Capital (TRC)'s HRB Position: Q1 2026 in Review

Tower Research Capital (TRC) reduced its H&R Block (HRB) stake by 45% in Q1 2026, selling an estimated $119K and leaving 4,136 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #1970.

Tower Research Capital (TRC) first reported a position in HRB in Q2 2013 and has held it in 47 quarters since. The position peaked at $904K in Q2 2020. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Tower Research Capital (TRC) held 4,136 shares of H&R Block worth $131K as of Q1 2026.
  • Tower Research Capital (TRC) sold 3,414 H&R Block shares in Q1 2026, an estimated $119K.
  • H&R Block made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #1970 holding.
  • Tower Research Capital (TRC) first reported a position in H&R Block in Q2 2013 and has held it in 47 quarters since.
  • Tower Research Capital (TRC)'s H&R Block position peaked at $904K in Q2 2020.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.