UMB Bank’s H&R Block HRB Stock Holding History

UMB Bank’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 Q2	$211K	Buy	5,537 +594	+12%	+$20.7K	﹤0.01%	719
2026 Q1	$157K	Buy	4,943 +984	+25%	+$34.3K	﹤0.01%	775
2025 Q4	$173K	Sell	3,959 -261	-6%	-$12.2K	﹤0.01%	717
2025 Q3	$213K	Sell	4,220 -734	-15%	-$38.8K	﹤0.01%	598
2025 Q2	$272K	Sell	4,954 -526	-10%	-$30.4K	﹤0.01%	524
2025 Q1	$301K	Buy	5,480 +794	+17%	+$42.4K	0.01%	493
2024 Q4	$248K	Sell	4,686 -13	-0.3%	-$764	﹤0.01%	528
2024 Q3	$299K	Buy	4,699 +349	+8%	+$20.8K	﹤0.01%	499
2024 Q2	$236K	Buy	4,350 +54	+1%	+$2.69K	﹤0.01%	530
2024 Q1	$211K	Buy	4,296 +16	+0.4%	+$760	﹤0.01%	562
2023 Q4	$207K	Hold	4,280	–	–	﹤0.01%	574
2023 Q3	$184K	Hold	4,280	–	–	﹤0.01%	582
2023 Q2	$136K	Hold	4,280	–	–	﹤0.01%	645
2023 Q1	$151K	Hold	4,280	–	–	﹤0.01%	620
2022 Q4	$156K	Sell	4,280 -125	-3%	-$5.08K	﹤0.01%	622
2022 Q3	$187K	Sell	4,405 -377	-8%	-$16K	﹤0.01%	616
2022 Q2	$169K	Sell	4,782 -16	-0.3%	-$494	﹤0.01%	658
2022 Q1	$125K	Hold	4,798	–	–	﹤0.01%	731
2021 Q4	$113K	Buy	+4,798	New	+$116K	﹤0.01%	784
2017 Q1	–	Sell	-11,105	Closed	-$256K	–	340
2016 Q4	$256K	Hold	11,105	–	–	0.01%	298
2016 Q3	$257K	Buy	11,105 +854	+8%	+$20K	0.01%	314
2016 Q2	$236K	Buy	+10,251	New	+$228K	0.01%	312

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UMB Bank's HRB Position: Q2 2026 in Review

UMB Bank increased its H&R Block (HRB) stake by 12% in Q2 2026, buying an estimated $20.7K and bringing the position to 5,537 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

UMB Bank first reported a position in HRB in Q2 2016 and has held it in 22 quarters since. The position peaked at $301K in Q1 2025. 538 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

UMB Bank held 5,537 shares of H&R Block worth $211K as of Q2 2026.
UMB Bank bought 594 H&R Block shares in Q2 2026, an estimated $20.7K.
H&R Block made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #719 holding.
UMB Bank first reported a position in H&R Block in Q2 2016 and has held it in 22 quarters since.
UMB Bank's H&R Block position peaked at $301K in Q1 2025.
538 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.