Two Sigma Investments
HRB icon

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
-6,400
Closed -$279K – 4730
2025
Q4 		$279K Buy
+6,400
New +$299K ﹤0.01% 3609
2022
Q1 		– Sell
-17,500
Closed -$412K – 3395
2021
Q4 		$412K Sell
17,500
-26,700
-60% -$648K ﹤0.01% 3423
2021
Q3 		$1.1M Buy
44,200
+31,400
+245% +$782K ﹤0.01% 2528
2021
Q2 		$301K Sell
12,800
-28,100
-69% -$665K ﹤0.01% 3513
2021
Q1 		$892K Buy
40,900
+21,200
+108% +$401K ﹤0.01% 2423
2020
Q4 		$312K Buy
+19,700
New +$340K ﹤0.01% 2835
2020
Q3 		– Sell
-14,000
Closed -$200K – 3289
2020
Q2 		$200K Buy
+14,000
New +$221K ﹤0.01% 2639
2019
Q4 		– Sell
-20,000
Closed -$472K – 3785
2019
Q3 		$472K Buy
20,000
+12,000
+150% +$318K ﹤0.01% 2607
2019
Q2 		$234K Buy
+8,000
New +$215K ﹤0.01% 3006
2019
Q1 		– Sell
-18,000
Closed -$457K – 3219
2018
Q4 		$457K Buy
18,000
+4,700
+35% +$125K ﹤0.01% 2161
2018
Q3 		$342K Buy
+13,300
New +$337K ﹤0.01% 2688
2018
Q2 		– Sell
-70,900
Closed -$1.8M – 3451
2018
Q1 		$1.8M Sell
70,900
-36,400
-34% -$958K 0.01% 1602
2017
Q4 		$2.81M Buy
107,300
+93,300
+666% +$2.42M 0.01% 1246
2017
Q3 		$371K Buy
+14,000
New +$407K ﹤0.01% 2315
2017
Q2 		– Sell
-12,000
Closed -$279K – 3099
2017
Q1 		$279K Sell
12,000
-16,000
-57% -$358K ﹤0.01% 2599
2016
Q4 		$644K Buy
28,000
+13,000
+87% +$297K ﹤0.01% 2332
2016
Q3 		$347K Buy
15,000
+3,900
+35% +$91.2K ﹤0.01% 2662
2016
Q2 		$255K Buy
11,100
+3,100
+39% +$68.9K ﹤0.01% 2643
2016
Q1 		$211K Buy
+8,000
New +$251K ﹤0.01% 2565

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

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.