Two Sigma Investments’s H&R Block HRB Stock Holding History

Two Sigma Investments’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	–	Sell	-4,600	Closed	-$200K	–	4729
2025 Q4	$200K	Buy	+4,600	New	+$215K	﹤0.01%	3764
2022 Q1	–	Sell	-10,200	Closed	-$240K	–	3394
2021 Q4	$240K	Sell	10,200 -38,800	-79%	-$941K	﹤0.01%	3804
2021 Q3	$1.23M	Buy	+49,000	New	+$1.22M	﹤0.01%	2425
2021 Q2	–	Sell	-12,800	Closed	-$279K	–	4274
2021 Q1	$279K	Sell	12,800 -8,200	-39%	-$155K	﹤0.01%	3390
2020 Q4	$333K	Buy	+21,000	New	+$363K	﹤0.01%	2779
2020 Q1	–	Sell	-10,400	Closed	-$244K	–	3423
2019 Q4	$244K	Sell	10,400 -13,300	-56%	-$319K	﹤0.01%	3319
2019 Q3	$560K	Buy	+23,700	New	+$627K	﹤0.01%	2472
2019 Q1	–	Sell	-26,300	Closed	-$667K	–	3218
2018 Q4	$667K	Sell	26,300 -14,300	-35%	-$382K	﹤0.01%	1910
2018 Q3	$1.04M	Sell	40,600 -54,000	-57%	-$1.37M	﹤0.01%	1942
2018 Q2	$2.15M	Buy	94,600 +22,800	+32%	+$605K	0.01%	1556
2018 Q1	$1.82M	Sell	71,800 -39,700	-36%	-$1.04M	0.01%	1588
2017 Q4	$2.92M	Buy	+111,500	New	+$2.89M	0.01%	1226
2017 Q2	–	Sell	-19,300	Closed	-$449K	–	3098
2017 Q1	$449K	Buy	19,300 +7,300	+61%	+$163K	﹤0.01%	2399
2016 Q4	$276K	Sell	12,000 -5,000	-29%	-$114K	﹤0.01%	2783
2016 Q3	$394K	Buy	+17,000	New	+$398K	﹤0.01%	2575
2016 Q2	–	Sell	-18,000	Closed	-$476K	–	3034
2016 Q1	$476K	Buy	+18,000	New	+$565K	﹤0.01%	2086

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments's HRB Position: Q1 2026 in Review

Two Sigma Investments opened a new position in H&R Block (HRB) in Q1 2026: 50,738 shares worth $1.61M. The stake represents ﹤0.01% of the portfolio and ranks #2924 among its holdings. This is a return to the name: Two Sigma Investments previously reported a position in HRB as recently as Q3 2025.

Two Sigma Investments first reported a position in HRB in Q2 2013 and has held it in 37 quarters since. The position peaked at $58.4M in Q2 2014. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Two Sigma Investments held 50,738 shares of H&R Block worth $1.61M as of Q1 2026.
H&R Block was a new Two Sigma Investments position in Q1 2026.
H&R Block made up ﹤0.01% of Two Sigma Investments's portfolio in Q1 2026, its #2924 holding.
Two Sigma Investments first reported a position in H&R Block in Q2 2013 and has held it in 37 quarters since.
Two Sigma Investments's H&R Block position peaked at $58.4M in Q2 2014.
481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.