WBI Investments’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 | – | Sell |
-39,809
| Closed | -$1.73M | – | 345 |
|
|
2025
Q4 | $1.73M | Buy |
39,809
+27,687
| +228% | +$1.29M | 0.45% | 46 |
|
|
2025
Q3 | $613K | Sell |
12,122
-6,835
| -36% | -$361K | 0.16% | 165 |
|
|
2025
Q2 | $1.04M | Buy |
+18,957
| New | +$1.09M | 0.27% | 107 |
|
|
2024
Q4 | – | Sell |
-6,344
| Closed | -$403K | – | 242 |
|
|
2024
Q3 | $403K | Buy |
+6,344
| New | +$378K | 0.1% | 197 |
|
|
2023
Q4 | – | Sell |
-82,948
| Closed | -$3.57M | – | 220 |
|
|
2023
Q3 | $3.57M | Buy |
+82,948
| New | +$3.06M | 0.72% | 31 |
|
|
2022
Q3 | – | Sell |
-70,123
| Closed | -$2.38M | – | 127 |
|
|
2022
Q2 | $2.38M | Buy |
+70,123
| New | +$2.16M | 0.51% | 47 |
|
|
2022
Q1 | – | Sell |
-35,116
| Closed | -$827K | – | 203 |
|
|
2021
Q4 | $827K | Sell |
35,116
-9,441
| -21% | -$229K | 0.13% | 110 |
|
|
2021
Q3 | $1.11M | Buy |
+44,557
| New | +$1.11M | 0.19% | 107 |
|
|
2021
Q2 | – | Sell |
-68,780
| Closed | -$1.5M | – | 210 |
|
|
2021
Q1 | $1.5M | Buy |
68,780
+15,132
| +28% | +$286K | 0.24% | 87 |
|
|
2020
Q4 | $851K | Buy |
+53,648
| New | +$927K | 0.13% | 100 |
|
|
2020
Q3 | – | Sell |
-70,285
| Closed | -$1M | – | 131 |
|
|
2020
Q2 | $1M | Sell |
70,285
-5,859
| -8% | -$92.6K | 0.16% | 60 |
|
|
2020
Q1 | $1.07M | Buy |
76,144
+20,741
| +37% | +$434K | 0.2% | 37 |
|
|
2019
Q4 | $1.3M | Buy |
55,403
+13,394
| +32% | +$322K | 0.14% | 112 |
|
|
2019
Q3 | $992K | Sell |
42,009
-75,402
| -64% | -$2M | 0.09% | 127 |
|
|
2019
Q2 | $3.44M | Buy |
117,411
+59,481
| +103% | +$1.6M | 0.3% | 69 |
|
|
2019
Q1 | $1.39M | Sell |
57,930
-20,973
| -27% | -$516K | 0.11% | 142 |
|
|
2018
Q4 | $2M | Sell |
78,903
-76,088
| -49% | -$2.03M | 0.23% | 44 |
|
|
2018
Q3 | $3.99M | Buy |
154,991
+129,099
| +499% | +$3.28M | 0.22% | 82 |
|
|
2018
Q2 | $590K | Sell |
25,892
-21,948
| -46% | -$582K | 0.03% | 205 |
|
|
2018
Q1 | $1.22M | Buy |
47,840
+14,000
| +41% | +$368K | 0.06% | 142 |
|
|
2017
Q4 | $887K | Buy |
33,840
+19,971
| +144% | +$518K | 0.04% | 208 |
|
|
2017
Q3 | $367K | Sell |
13,869
-807,941
| -98% | -$23.5M | 0.02% | 259 |
|
|
2017
Q2 | $25.4M | Sell |
821,810
-20,458
| -2% | -$537K | 1.1% | 20 |
|
|
2017
Q1 | $19.6M | Sell |
842,268
-426,670
| -34% | -$9.54M | 0.86% | 31 |
|
|
2016
Q4 | $29.2M | Buy |
1,268,938
+34,238
| +3% | +$783K | 1.26% | 19 |
|
|
2016
Q3 | $28.6M | Buy |
+1,234,700
| New | +$28.9M | 1.09% | 23 |
|
|
2015
Q3 | – | Sell |
-496,383
| Closed | -$14.7M | – | 205 |
|
|
2015
Q2 | $14.7M | Buy |
496,383
+279,570
| +129% | +$8.77M | 0.37% | 56 |
|
|
2015
Q1 | $6.95M | Buy |
+216,813
| New | +$7.26M | 0.16% | 106 |
|
Other funds holding HRB
VPM
VCM
WBI Investments's HRB Position: Q1 2026 in Review
WBI Investments sold out of H&R Block (HRB) in Q1 2026, closing a stake of 39,809 shares — an estimated $1.73M sold.
WBI Investments first reported a position in HRB in Q1 2015 and held it in 28 quarters. The position peaked at $29.2M in Q4 2016. 482 funds tracked by Wall St. Rank hold HRB as of Q1 2026.
- WBI Investments reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
- WBI Investments sold 39,809 H&R Block shares in Q1 2026, an estimated $1.73M.
- WBI Investments first reported a position in H&R Block in Q1 2015 and held it in 28 quarters.
- WBI Investments's H&R Block position peaked at $29.2M in Q4 2016.
- 482 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.
Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.