Wells Fargo’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 | $1.69M | Sell |
53,282
-633
| -1% | -$22.1K | ﹤0.01% | 3388 |
|
|
2025
Q4 | $2.35M | Sell |
53,915
-215
| -0.4% | -$10.1K | ﹤0.01% | 3312 |
|
|
2025
Q3 | $2.74M | Sell |
54,130
-16,550
| -23% | -$875K | ﹤0.01% | 3099 |
|
|
2025
Q2 | $3.88M | Sell |
70,680
-77,076
| -52% | -$4.45M | ﹤0.01% | 2666 |
|
|
2025
Q1 | $8.11M | Buy |
147,756
+48,884
| +49% | +$2.61M | ﹤0.01% | 2023 |
|
|
2024
Q4 | $5.22M | Sell |
98,872
-5,415
| -5% | -$318K | ﹤0.01% | 2409 |
|
|
2024
Q3 | $6.63M | Sell |
104,287
-7,535
| -7% | -$449K | ﹤0.01% | 2158 |
|
|
2024
Q2 | $6.06M | Buy |
111,822
+6,083
| +6% | +$303K | ﹤0.01% | 2114 |
|
|
2024
Q1 | $5.19M | Buy |
105,739
+912
| +0.9% | +$43.3K | ﹤0.01% | 2226 |
|
|
2023
Q4 | $5.07M | Buy |
104,827
+8,007
| +8% | +$357K | ﹤0.01% | 2201 |
|
|
2023
Q3 | $4.17M | Sell |
96,820
-18,417
| -16% | -$680K | ﹤0.01% | 2243 |
|
|
2023
Q2 | $3.67M | Sell |
115,237
-39,463
| -26% | -$1.27M | ﹤0.01% | 2392 |
|
|
2023
Q1 | $5.45M | Sell |
154,700
-8,578
| -5% | -$317K | ﹤0.01% | 2053 |
|
|
2022
Q4 | $5.96M | Sell |
163,278
-88,776
| -35% | -$3.61M | ﹤0.01% | 1947 |
|
|
2022
Q3 | $10.7M | Buy |
252,054
+50,730
| +25% | +$2.15M | ﹤0.01% | 1478 |
|
|
2022
Q2 | $7.11M | Sell |
201,324
-239,178
| -54% | -$7.38M | ﹤0.01% | 1808 |
|
|
2022
Q1 | $11.5M | Sell |
440,502
-31,324
| -7% | -$760K | ﹤0.01% | 1717 |
|
|
2021
Q4 | $11.1M | Sell |
471,826
-680,001
| -59% | -$16.5M | ﹤0.01% | 1780 |
|
|
2021
Q3 | $28.8M | Sell |
1,151,827
-163,049
| -12% | -$4.06M | 0.01% | 1399 |
|
|
2021
Q2 | $30.9M | Buy |
1,314,876
+835,184
| +174% | +$19.8M | 0.01% | 1386 |
|
|
2021
Q1 | $10.5M | Buy |
479,692
+293,242
| +157% | +$5.54M | ﹤0.01% | 2161 |
|
|
2020
Q4 | $2.96M | Sell |
186,450
-24,184
| -11% | -$418K | ﹤0.01% | 3203 |
|
|
2020
Q3 | $3.43M | Sell |
210,634
-100,261
| -32% | -$1.47M | ﹤0.01% | 2851 |
|
|
2020
Q2 | $4.44M | Sell |
310,895
-170,172
| -35% | -$2.69M | ﹤0.01% | 2566 |
|
|
2020
Q1 | $6.77M | Sell |
481,067
-1,095,257
| -69% | -$22.9M | ﹤0.01% | 2006 |
|
|
2019
Q4 | $37M | Sell |
1,576,324
-845,830
| -35% | -$20.3M | 0.01% | 1106 |
|
|
2019
Q3 | $57.2M | Sell |
2,422,154
-125,129
| -5% | -$3.31M | 0.02% | 831 |
|
|
2019
Q2 | $74.6M | Buy |
2,547,283
+96,885
| +4% | +$2.6M | 0.02% | 724 |
|
|
2019
Q1 | $58.7M | Buy |
2,450,398
+364,817
| +17% | +$8.97M | 0.02% | 808 |
|
|
2018
Q4 | $52.9M | Buy |
2,085,581
+420,434
| +25% | +$11.2M | 0.02% | 799 |
|
|
2018
Q3 | $42.9M | Buy |
1,665,147
+371,304
| +29% | +$9.42M | 0.01% | 1020 |
|
|
2018
Q2 | $29.5M | Sell |
1,293,843
-315,663
| -20% | -$8.38M | 0.01% | 1238 |
|
|
2018
Q1 | $40.9M | Buy |
1,609,506
+324,114
| +25% | +$8.53M | 0.01% | 1016 |
|
|
2017
Q4 | $33.7M | Sell |
1,285,392
-88,914
| -6% | -$2.31M | 0.01% | 1124 |
|
|
2017
Q3 | $36.4M | Buy |
1,374,306
+941,182
| +217% | +$27.3M | 0.01% | 1068 |
|
|
2017
Q2 | $13.4M | Buy |
433,124
+259,785
| +150% | +$6.82M | ﹤0.01% | 1689 |
|
|
2017
Q1 | $4.03M | Sell |
173,339
-113,352
| -40% | -$2.53M | ﹤0.01% | 2613 |
|
|
2016
Q4 | $6.59M | Sell |
286,691
-4,930
| -2% | -$113K | ﹤0.01% | 2173 |
|
|
2016
Q3 | $6.75M | Sell |
291,621
-29,073
| -9% | -$680K | ﹤0.01% | 2051 |
|
|
2016
Q2 | $7.37M | Sell |
320,694
-231,742
| -42% | -$5.15M | ﹤0.01% | 2043 |
|
|
2016
Q1 | $14.6M | Sell |
552,436
-36,360
| -6% | -$1.14M | 0.01% | 1495 |
|
|
2015
Q4 | $19.6M | Buy |
588,796
+28,117
| +5% | +$999K | 0.01% | 1335 |
|
|
2015
Q3 | $20.3M | Sell |
560,679
-85,760
| -13% | -$2.9M | 0.01% | 1294 |
|
|
2015
Q2 | $19.2M | Buy |
646,439
+99,090
| +18% | +$3.11M | 0.01% | 1403 |
|
|
2015
Q1 | $17.6M | Buy |
547,349
+110,592
| +25% | +$3.7M | 0.01% | 1424 |
|
|
2014
Q4 | $14.7M | Sell |
436,757
-901,110
| -67% | -$28.9M | 0.01% | 1514 |
|
|
2014
Q3 | $41.5M | Sell |
1,337,867
-245,952
| -16% | -$8.02M | 0.02% | 837 |
|
|
2014
Q2 | $53.1M | Buy |
1,583,819
+1,340,600
| +551% | +$39.9M | 0.02% | 747 |
|
|
2014
Q1 | $7.34M | Buy |
243,219
+52,315
| +27% | +$1.57M | ﹤0.01% | 2034 |
|
|
2013
Q4 | $5.54M | Sell |
190,904
-3,908
| -2% | -$111K | ﹤0.01% | 2189 |
|
|
2013
Q3 | $5.19M | Sell |
194,812
-12,010
| -6% | -$350K | ﹤0.01% | 2156 |
|
|
2013
Q2 | $5.74M | Buy |
+206,822
| New | +$5.9M | ﹤0.01% | 2004 |
|
Other funds holding HRB
VPM
VCM
Wells Fargo's HRB Position: Q1 2026 in Review
Wells Fargo reduced its H&R Block (HRB) stake by 1.2% in Q1 2026, selling an estimated $22.1K and leaving 53,282 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #3388.
Wells Fargo first reported a position in HRB in Q2 2013 and has held it in 52 quarters since. The position peaked at $74.6M in Q2 2019. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.
- Wells Fargo held 53,282 shares of H&R Block worth $1.69M as of Q1 2026.
- Wells Fargo sold 633 H&R Block shares in Q1 2026, an estimated $22.1K.
- H&R Block made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #3388 holding.
- Wells Fargo first reported a position in H&R Block in Q2 2013 and has held it in 52 quarters since.
- Wells Fargo's H&R Block position peaked at $74.6M in Q2 2019.
- 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.
Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.