H&R 布洛克公司
MX ˙ BMV ˙ US0936711052
SecurityMX:HRB / H&R Block, Inc.
InstitutionAmalgamated Bank
Latest Disclosed Ownership57,623 shares
Latest Disclosed Value $ 1,829
Amalgamated Bank reports 0.05% increase in ownership of HRB / H&R Block, Inc.

On May 8, 2026 - Amalgamated Bank filed a 13F-HR form disclosing ownership of 57,623 shares of H&R Block, Inc. (MX:HRB) valued at $1,829 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 57,592 shares of H&R Block, Inc.. This represents a change in shares of 0.05% during the quarter.

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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-08 2026-03-31 13F HR BLOCK COM 093671105 57,623 31 0.05 2 -50.00 0.0140
2026-02-05 2025-12-31 13F HR BLOCK COM 093671105 57,592 -4,955 -7.92 3 -33.33 0.0181
2025-10-29 2025-09-30 13F HR BLOCK COM 093671105 62,547 -33 -0.05 3 0.00 0.0226
2025-08-04 2025-06-30 13F HR BLOCK COM 093671105 62,580 755 1.22 3 0.00 0.0265
2025-04-25 2025-03-31 13F HR BLOCK COM 093671105 61,825 -3,896 -5.93 3 0.00 0.0291
2025-02-04 2024-12-31 13F HR BLOCK COM 093671105 65,721 -4,372 -6.24 3 -25.00 0.0285
2024-10-30 2024-09-30 13F HR BLOCK COM 093671105 70,093 -17,568 -20.04 4 0.00 0.0367
2024-08-12 2024-06-30 13F HR BLOCK COM 093671105 87,661 -11,801 -11.86 5 0.00 0.0405
2024-04-23 2024-03-31 13F HR BLOCK COM 093671105 99,462 -5,447 -5.19 5 -20.00 0.0418
2024-02-06 2023-12-31 13F HR BLOCK COM 093671105 104,909 1,105 1.06 5 25.00 0.0405
2023-11-08 2023-09-30 13F HR BLOCK COM 093671105 103,804 -2,251 -2.12 4 33.33 0.0381
2023-08-11 2023-06-30 13F HR BLOCK COM 093671105 106,055 -11,132 -9.50 3 -25.00 0.0274
2023-05-02 2023-03-31 13F HR BLOCK COM 093671105 117,187 -15,445 -11.65 4 0.00 0.0352
2023-02-10 2022-12-31 13F HR BLOCK COM 093671105 132,632 11,376 9.38 5 -99.92 0.0432
2022-11-09 2022-09-30 13F HR BLOCK COM 093671105 121,256 -11,960 -8.98 5,158 9.63 0.0498
2022-08-15 2022-06-30 13F HR BLOCK COM 093671105 133,216 11,169 9.15 4,705 48.05 0.0439
2022-08-25 2022-03-31 13F/A-1 H&R BLOCK COM 093671105 122,047 -8,565 -6.56 3,178 3.28 0.0247
2022-06-30 2022-03-31 13F HR BLOCK COM 093671105 122,047 -8,565 3,178 0.0252
2022-02-15 2021-12-31 13F/A-1 HR BLOCK COM 093671105 130,612 -6,850 -4.98 3,077 -10.47 0.0227
2022-02-15 2021-12-31 13F HR BLOCK COM 093671105 130,612 -6,850 3,077 0.0227
2021-10-29 2021-09-30 13F HR BLOCK COM 093671105 137,462 -15,936 -10.39 3,437 -4.58 0.0290
2021-08-16 2021-06-30 13F HR BLOCK COM 093671105 153,398 121,197 376.38 3,602 413.11 0.0289
2021-05-13 2021-03-31 13F HR BLOCK COM 093671105 32,201 -3,958 -10.95 702 22.51 0.0263
2021-02-12 2020-12-31 13F HR BLOCK COM 093671105 36,159 -3 -0.01 573 -2.72 0.0217
2020-10-30 2020-09-30 13F HR BLOCK COM 093671105 36,162 -1,575 -4.17 589 9.28 0.0256
2020-08-10 2020-06-30 13F HR BLOCK COM 093671105 37,737 -9,468 -20.06 539 -18.95 0.0249
2020-05-13 2020-03-31 13F HR BLOCK COM 093671105 47,205 -1,617 -3.31 665 -41.97 0.0163
2020-02-13 2019-12-31 13F HR BLOCK COM 093671105 48,822 4,017 8.97 1,146 8.32 0.0211
2019-11-13 2019-09-30 13F HR BLOCK COM 093671105 44,805 607 1.37 1,058 -18.30 0.0222
2019-08-14 2019-06-30 13F HR BLOCK COM 093671105 44,198 554 1.27 1,295 23.92 0.0302
2019-05-15 2019-03-31 13F HR BLOCK COM 093671105 43,644 876 2.05 1,045 -3.69 0.0253
2019-02-15 2018-12-31 13F HR BLOCK COM 093671105 42,768 2,798 7.00 1,085 5.44 0.0307
2018-11-14 2018-09-30 13F HR BLOCK COM 093671105 39,970 -4,731 -10.58 1,029 1.08 0.0254
2018-07-18 2018-06-30 13F HR BLOCK COM 093671105 44,701 1,345 3.10 1,018 -7.62 0.0249
2018-05-22 2018-03-31 13F HR BLOCK COM 093671105 43,356 89 0.21 1,102 -2.82 0.0292
2018-02-13 2017-12-31 13F HR BLOCK COM 093671105 43,267 2,319 5.66 1,134 4.61 0.0307
2017-11-09 2017-09-30 13F HR BLOCK COM 093671105 40,948 -61 -0.15 1,084 -14.51 0.0338
2017-08-10 2017-06-30 13F HR BLOCK COM 093671105 41,009 7,735 23.25 1,268 63.82 0.0416
2017-05-12 2017-03-31 13F HR BLOCK COM 093671105 33,274 836 2.58 774 3.75 0.0385
2017-02-14 2016-12-31 13F HR BLOCK COM 093671105 32,438 1,613 5.23 746 4.48 0.0337
2016-11-15 2016-09-30 13F/A-1 HR BLOCK COM 093671105 30,825 -147 -0.47 714 -4.16 0.0414
2016-08-16 2016-06-30 13F HR BLOCK COM 093671105 30,972 21,660 232.60 745 202.85 0.0431
2016-05-11 2016-03-31 13F HR BLOCK COM 093671105 9,312 2,207 31.06 246 3.80 0.0240
2016-02-10 2015-12-31 13F HR BLOCK COM 093671105 7,105 -3,304 -31.74 237 -37.14 0.0292
2015-11-04 2015-09-30 13F HR BLOCK COM 093671105 10,409 392 3.91 377 26.94 0.0396
2015-07-10 2015-06-30 13F HR BLOCK COM 093671105 10,017 433 4.52 297 -3.26 0.0292
2015-04-22 2015-03-31 13F HR BLOCK COM 093671105 9,584 9,584 0.00 307 0.0375
2015-01-29 2014-12-31 13F BLOCK H.R. COM 093671105 0 -8,439 -100.00 0 -100.00
2014-11-14 2014-09-30 13F BLOCK H.R. COM 093671105 8,439 525 6.63 262 -1.13 0.0390
2014-08-11 2014-06-30 13F BLOCK H.R. COM 093671105 7,914 959 13.79 265 26.19 0.0400
2014-05-12 2014-03-31 13F BLOCK H.R. COM 093671105 6,955 -138 -1.95 210 1.94 0.0362
2014-02-13 2013-12-31 13F BLOCK H.R. COM 093671105 7,093 7,093 3.28 206 1.98 0.0350
2013-11-14 2013-09-30 13F BLOCK H.R. COM 093671105 0 0 0 0.0000
2013-08-15 2013-06-30 13F BLOCK H.R. COM 093671105 0 -6,868 -100.00 0 -100.00
2014-02-13 2013-03-31 13F BLOCK H.R. COM 093671105 6,868 6,868 202 0.0573
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.