UBS Group’s H&R Block HRB Stock Holding History

UBS Group’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
2024 Q1	–	Sell	-75,000	Closed	-$3.63M	–	9625
2023 Q4	$3.63M	Buy	+75,000	New	+$3.34M	﹤0.01%	3123
2019 Q1	–	Sell	-100,000	Closed	-$2.54M	–	7896
2018 Q4	$2.54M	Hold	100,000	–	–	﹤0.01%	2801
2018 Q3	$2.58M	Hold	100,000	–	–	﹤0.01%	2998
2018 Q2	$2.28M	Hold	100,000	–	–	﹤0.01%	3052
2018 Q1	$2.54M	Buy	+100,000	New	+$2.63M	﹤0.01%	2929
2015 Q2	–	Sell	-700	Closed	-$22K	–	8646
2015 Q1	$22K	Sell	700 -2,700	-79%	-$90.4K	﹤0.01%	6895
2014 Q4	$115K	Buy	+3,400	New	+$109K	﹤0.01%	5562

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

UBS Group's HRB Position: Q1 2026 in Review

UBS Group reduced its H&R Block (HRB) stake by 0.02% in Q1 2026, selling an estimated $7.74K and leaving 934,695 shares worth $29.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2187.

UBS Group first reported a position in HRB in Q4 2014 and has held it in 46 quarters since. The position peaked at $43.5M in Q4 2024. 482 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

UBS Group held 934,695 shares of H&R Block worth $29.7M as of Q1 2026.
UBS Group sold 222 H&R Block shares in Q1 2026, an estimated $7.74K.
H&R Block made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2187 holding.
UBS Group first reported a position in H&R Block in Q4 2014 and has held it in 46 quarters since.
UBS Group's H&R Block position peaked at $43.5M in Q4 2024.
482 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.