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Trexquant Investment’s H&R Block HRB Stock Holding History

Trexquant Investment’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 		$6.11M Buy
160,540
+78,762
+96% +$2.74M 0.04% 639
2026
Q1 		$2.6M Buy
+81,778
New +$2.85M 0.02% 893
2025
Q3 		– Sell
-53,077
Closed -$2.91M – 1728
2025
Q2 		$2.91M Sell
53,077
-73,814
-58% -$4.26M 0.03% 750
2025
Q1 		$6.97M Buy
+126,891
New +$6.78M 0.08% 370
2024
Q3 		– Sell
-141,274
Closed -$7.66M – 1672
2024
Q2 		$7.66M Buy
141,274
+51,177
+57% +$2.55M 0.12% 269
2024
Q1 		$4.42M Buy
+90,097
New +$4.28M 0.09% 346
2023
Q4 		– Sell
-223,138
Closed -$9.61M – 1579
2023
Q3 		$9.61M Buy
223,138
+148,274
+198% +$5.47M 0.24% 89
2023
Q2 		$2.39M Buy
+74,864
New +$2.42M 0.06% 440
2022
Q4 		– Sell
-75,241
Closed -$3.2M – 1524
2022
Q3 		$3.2M Buy
75,241
+22,187
+42% +$939K 0.11% 234
2022
Q2 		$1.87M Buy
+53,054
New +$1.64M 0.08% 285
2021
Q3 		– Sell
-72,786
Closed -$1.71M – 1290
2021
Q2 		$1.71M Buy
+72,786
New +$1.72M 0.14% 195
2020
Q4 		– Sell
-453,690
Closed -$7.39M – 1218
2020
Q3 		$7.39M Buy
453,690
+230,099
+103% +$3.38M 0.48% 26
2020
Q2 		$3.19M Buy
+223,591
New +$3.53M 0.22% 118
2018
Q3 		– Sell
-191,044
Closed -$4.35M – 1051
2018
Q2 		$4.35M Buy
+191,044
New +$5.07M 0.3% 94
2017
Q3 		– Sell
-49,056
Closed -$1.52M – 887
2017
Q2 		$1.52M Buy
49,056
+40,123
+449% +$1.05M 0.42% 18
2017
Q1 		$208K Buy
+8,933
New +$200K 0.03% 945
2016
Q3 		– Sell
-146,100
Closed -$3.36M – 837
2016
Q2 		$3.36M Buy
+146,100
New +$3.25M 0.44% 35
2015
Q2 		– Sell
-122,000
Closed -$3.91M – 1081
2015
Q1 		$3.91M Buy
+122,000
New +$4.08M 0.4% 8

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 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

Trexquant Investment's HRB Position: Q2 2026 in Review

Trexquant Investment increased its H&R Block (HRB) stake by 96% in Q2 2026, buying an estimated $2.74M and bringing the position to 160,540 shares worth $6.11M. The position accounts for 0.04% of the portfolio, ranked #639.

Trexquant Investment first reported a position in HRB in Q1 2015 and has held it in 18 quarters since. The position peaked at $9.61M in Q3 2023. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Trexquant Investment held 160,540 shares of H&R Block worth $6.11M as of Q2 2026.
  • Trexquant Investment bought 78,762 H&R Block shares in Q2 2026, an estimated $2.74M.
  • H&R Block made up 0.04% of Trexquant Investment's portfolio in Q2 2026, its #639 holding.
  • Trexquant Investment first reported a position in H&R Block in Q1 2015 and has held it in 18 quarters since.
  • Trexquant Investment's H&R Block position peaked at $9.61M in Q3 2023.
  • 540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Trexquant Investment's 13F filing for Q2 2026, filed 14 Aug 2026.