Truist Financial’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $234K | Sell |
7,358
-9,629
| -57% | -$336K | ﹤0.01% | 2555 |
|
|
2025
Q4 | $740K | Sell |
16,987
-64,579
| -79% | -$3.02M | ﹤0.01% | 1827 |
|
|
2025
Q3 | $4.12M | Sell |
81,566
-732,332
| -90% | -$38.7M | 0.01% | 982 |
|
|
2025
Q2 | $44.7M | Buy |
813,898
+46,529
| +6% | +$2.69M | 0.07% | 252 |
|
|
2025
Q1 | $42.1M | Buy |
767,369
+91,075
| +13% | +$4.87M | 0.07% | 248 |
|
|
2024
Q4 | $35.7M | Buy |
676,294
+19,593
| +3% | +$1.15M | 0.06% | 285 |
|
|
2024
Q3 | $41.7M | Buy |
656,701
+631,629
| +2,519% | +$37.6M | 0.07% | 259 |
|
|
2024
Q2 | $1.36M | Buy |
25,072
+18,148
| +262% | +$903K | ﹤0.01% | 1463 |
|
|
2024
Q1 | $340K | Sell |
6,924
-693
| -9% | -$32.9K | ﹤0.01% | 2224 |
|
|
2023
Q4 | $368K | Buy |
7,617
+301
| +4% | +$13.4K | ﹤0.01% | 2167 |
|
|
2023
Q3 | $315K | Sell |
7,316
-21,995
| -75% | -$812K | ﹤0.01% | 2208 |
|
|
2023
Q2 | $934K | Sell |
29,311
-28,025
| -49% | -$905K | ﹤0.01% | 1617 |
|
|
2023
Q1 | $2.02M | Sell |
57,336
-10,695
| -16% | -$396K | ﹤0.01% | 1232 |
|
|
2022
Q4 | $2.48M | Buy |
68,031
+9,173
| +16% | +$373K | ﹤0.01% | 1099 |
|
|
2022
Q3 | $2.5M | Buy |
58,858
+283
| +0.5% | +$12K | ﹤0.01% | 1060 |
|
|
2022
Q2 | $2.07M | Buy |
58,575
+46,113
| +370% | +$1.42M | ﹤0.01% | 1200 |
|
|
2022
Q1 | $325K | Buy |
12,462
+1,119
| +10% | +$27.2K | ﹤0.01% | 2267 |
|
|
2021
Q4 | $267K | Sell |
11,343
-7,379
| -39% | -$179K | ﹤0.01% | 2437 |
|
|
2021
Q3 | $468K | Sell |
18,722
-60,185
| -76% | -$1.5M | ﹤0.01% | 2043 |
|
|
2021
Q2 | $1.85M | Sell |
78,907
-79
| -0.1% | -$1.87K | ﹤0.01% | 1331 |
|
|
2021
Q1 | $1.72M | Sell |
78,986
-761
| -1% | -$14.4K | ﹤0.01% | 1304 |
|
|
2020
Q4 | $1.27M | Buy |
79,747
+22,097
| +38% | +$382K | ﹤0.01% | 1364 |
|
|
2020
Q3 | $939K | Buy |
57,650
+993
| +2% | +$14.6K | ﹤0.01% | 1395 |
|
|
2020
Q2 | $809K | Sell |
56,657
-72,080
| -56% | -$1.14M | ﹤0.01% | 1377 |
|
|
2020
Q1 | $1.81M | Buy |
128,737
+4,981
| +4% | +$104K | ﹤0.01% | 1012 |
|
|
2019
Q4 | $2.91M | Buy |
+123,756
| New | +$2.97M | 0.01% | 968 |
|
|
2016
Q2 | – | Sell |
-1,800
| Closed | -$48K | – | 869 |
|
|
2016
Q1 | $48K | Sell |
1,800
-7,099
| -80% | -$223K | ﹤0.01% | 776 |
|
|
2015
Q4 | $296K | Sell |
8,899
-1,078
| -11% | -$38.3K | 0.01% | 640 |
|
|
2015
Q3 | $361K | Sell |
9,977
-981
| -9% | -$33.2K | 0.01% | 622 |
|
|
2015
Q2 | $325K | Buy |
10,958
+377
| +4% | +$11.8K | 0.01% | 634 |
|
|
2015
Q1 | $340K | Buy |
+10,581
| New | +$354K | 0.01% | 625 |
|
|
2014
Q4 | – | Sell |
-6,719
| Closed | -$208K | – | 797 |
|
|
2014
Q3 | $208K | Buy |
+6,719
| New | +$219K | 0.01% | 728 |
|
Other funds holding HRB
VPM
VCM
Truist Financial's HRB Position: Q1 2026 in Review
Truist Financial reduced its H&R Block (HRB) stake by 57% in Q1 2026, selling an estimated $336K and leaving 7,358 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #2555.
Truist Financial first reported a position in HRB in Q3 2014 and has held it in 32 quarters since. The position peaked at $44.7M in Q2 2025. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.
- Truist Financial held 7,358 shares of H&R Block worth $234K as of Q1 2026.
- Truist Financial sold 9,629 H&R Block shares in Q1 2026, an estimated $336K.
- H&R Block made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #2555 holding.
- Truist Financial first reported a position in H&R Block in Q3 2014 and has held it in 32 quarters since.
- Truist Financial's H&R Block position peaked at $44.7M in Q2 2025.
- 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.
Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.