H&R Block, Inc.
US ˙ NYSE ˙ US0936711052

SecurityHRB / H&R Block, Inc.
InstitutionWaldron Private Wealth LLC
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
Waldron Private Wealth LLC closes position in HRB / H&R Block, Inc.

On April 10, 2026 - Waldron Private Wealth LLC filed a 13F-HR form disclosing ownership of 0 shares of H&R Block, Inc. (US:HRB) valued at $0 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 6,075 shares of H&R Block, Inc.. The current value of the position is $0 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-10 2026-03-31 13F BLOCK H & R COM 093671105 0 -100.00 0
2026-01-14 2025-12-31 13F BLOCK H & R COM 093671105 6,075 0 0.00 267 -13.59 0.0106
2025-10-30 2025-09-30 13F BLOCK H & R COM 093671105 6,075 0 0.00 310 -7.76 0.0126
2025-07-31 2025-06-30 13F BLOCK H & R COM 093671105 6,075 0 0.00 336 0.00 0.0146
2025-05-08 2025-03-31 13F BLOCK H & R COM 093671105 6,075 -7,827 -56.30 336 -54.67 0.0159
2025-01-24 2024-12-31 13F BLOCK H & R COM 093671105 13,902 6,936 99.57 740 67.19 0.0298
2024-10-21 2024-09-30 13F BLOCK H & R COM 093671105 6,966 22 0.32 443 16.93 0.0184
2024-07-31 2024-06-30 13F BLOCK H & R INC COM COM 093671105 6,944 36 0.52 379 10.85 0.0169
2024-05-09 2024-03-31 13F BLOCK H & R INC COM COM 093671105 6,908 -18 -0.26 341 1.19 0.0154
2024-08-29 2023-12-31 13F/A-1 BLOCK H & R INC COM COM 093671105 6,926 16 0.23 337 12.71 0.0160
2024-01-30 2023-12-31 13F BLOCK H & R INC COM COM 093671105 6,926 16 0 0.0160
2024-08-29 2023-09-30 13F/A-1 BLOCK H & R INC COM COM 093671105 6,910 124 1.83 300 37.16 0.0156
2023-10-26 2023-09-30 13F BLOCK H & R INC COM COM 093671105 6,910 124 0 0.0155
2024-08-29 2023-06-30 13F/A-1 BLOCK H & R INC COM COM 093671105 6,786 421 6.61 218 -3.54 0.0109
2023-08-07 2023-06-30 13F BLOCK H & R INC COM COM 093671105 6,786 421 0 0.0109
2024-08-29 2023-03-31 13F/A-1 BLOCK H & R INC COM COM 093671105 6,365 -163 -2.50 226 0.0110
2023-05-02 2023-03-31 13F BLOCK H & R INC COM COM 093671105 6,365 -163 0 0.0110
2023-02-08 2022-12-31 13F BLOCK H & R INC COM COM 093671105 6,528 0 0.00 0 -100.00 0.0173
2022-11-14 2022-09-30 13F BLOCK H & R INC COM COM 093671105 6,528 178 2.80 279 24.00 0.0173
2022-08-03 2022-06-30 13F BLOCK H & R INC COM COM 093671105 6,350 6,350 225 0.0126
2017-01-27 2016-12-31 13F H&R Block COM 093671105 0 0 0 0.0000
2016-11-14 2016-09-30 13F H&R Block COM 093671105 0 -6,650 -100.00 0 -100.00
2016-08-09 2016-06-30 13F H&R Block COM 093671105 6,650 0 0.00 240 7.62 0.1036
2016-08-09 2016-03-31 13F/A-1 H&R Block COM 093671105 6,650 0 0.00 223 0.00 0.0831
2016-05-09 2016-03-31 13F H&R Block COM 093671105 6,650 240
2016-02-05 2015-12-31 13F H&R Block COM 093671105 6,650 0 0.00 223 -7.08 0.0831
2015-11-13 2015-09-30 13F H&R Block COM 093671105 6,650 6,650 0.00 240 0.1036
2015-08-12 2015-06-30 13F H&R Block COM 093671105 0 -6,650 -100.00 0 -100.00
2015-05-04 2015-03-31 13F H&R Block COM 093671105 6,650 0 0.00 213 -4.91 0.0866
2015-02-13 2014-12-31 13F H&R Block COM 093671105 6,650 0 0.00 224 8.74 0.0931
2014-11-13 2014-09-30 13F H&R Block COM 093671105 6,650 0 0.00 206 -7.62 0.0979
2014-08-13 2014-06-30 13F H&R Block COM 093671105 6,650 0 0.00 223 -99.89 0.1030
2014-05-13 2014-03-31 13F H&R Block COM 093671105 6,650 6,650 200,764 0.0977
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.