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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
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 $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

Trexquant Investment's HRB Position: Q1 2026 in Review

Trexquant Investment opened a new position in H&R Block (HRB) in Q1 2026: 81,778 shares worth $2.6M. The stake represents 0.02% of the portfolio and ranks #893 among its holdings. This is a return to the name: Trexquant Investment previously reported a position in HRB as recently as Q2 2025.

Trexquant Investment first reported a position in HRB in Q1 2015 and has held it in 17 quarters since. The position peaked at $9.61M in Q3 2023. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Trexquant Investment held 81,778 shares of H&R Block worth $2.6M as of Q1 2026.
  • H&R Block was a new Trexquant Investment position in Q1 2026.
  • H&R Block made up 0.02% of Trexquant Investment's portfolio in Q1 2026, its #893 holding.
  • Trexquant Investment first reported a position in H&R Block in Q1 2015 and has held it in 17 quarters since.
  • Trexquant Investment's H&R Block position peaked at $9.61M in Q3 2023.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Trexquant Investment's 13F filing for Q1 2026, filed 15 May 2026.