Wells Fargo’s H&R Block HRB Stock Holding History

Wells Fargo’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
2016 Q2	–	Sell	-62,600	Closed	-$3K	–	6195
2016 Q1	$3K	Sell	62,600 -45,900	-42%	-$1.44M	﹤0.01%	5963
2015 Q4	$14K	Buy	+108,500	New	+$3.86M	﹤0.01%	5661
2015 Q3	–	Sell	-6,900	Closed	-$1K	–	6299
2015 Q2	$1K	Buy	+6,900	New	+$216K	﹤0.01%	6232
2015 Q1	–	Sell	-12,000	Closed	-$12K	–	6245
2014 Q4	$12K	Sell	12,000 -2,906,100	-100%	-$93.1M	﹤0.01%	5552
2014 Q3	$1.56M	Buy	2,918,100 +384,700	+15%	+$12.5M	﹤0.01%	3158
2014 Q2	$5.33M	Buy	+2,533,400	New	+$75.4M	﹤0.01%	2284

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

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.