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MX ˙ BMV ˙ US0936711052
SecurityMX:HRB / H&R Block, Inc.
InstitutionBanque Cantonale Vaudoise
Latest Disclosed Ownership5,324 shares
Latest Disclosed Value $ 169,000
Banque Cantonale Vaudoise ownership in HRB / H&R Block, Inc.

On April 20, 2026 - Banque Cantonale Vaudoise filed a 13F-HR form disclosing ownership of 5,324 shares of H&R Block, Inc. (MX:HRB) valued at $169,000 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 5,324 shares of H&R Block, Inc.. This represents a change in shares of 0.00% 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.

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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)
2026-04-20 2026-03-31 13F BLOCK H & R COM 093671105 5,324 0 0.00 169 -27.16 0.0064
2026-02-06 2025-12-31 13F BLOCK H & R COM 093671105 5,324 0 0.00 232 0.0083
2025-11-13 2025-09-30 13F BLOCK H & R COM 093671105 5,324 0 0.00 0 0.0101
2025-08-11 2025-06-30 13F BLOCK H & R COM 093671105 5,324 1,200 29.10 0 0.0119
2025-05-08 2025-03-31 13F BLOCK H & R COM 093671105 4,124 0 0.00 0 0.0099
2024-11-08 2024-09-30 13F BLOCK H & R COM 093671105 4,124 1,586 62.49 0 0.0108
2024-07-31 2024-06-30 13F BLOCK H & R COM 093671105 2,538 142 5.93 0 0.0055
2024-04-10 2024-03-31 13F BLOCK H & R COM 093671105 2,396 208 9.51 0 0.0046
2024-02-07 2023-12-31 13F BLOCK H & R COM 093671105 2,188 37 1.72 0 0.0046
2023-11-08 2023-09-30 13F BLOCK H & R COM 093671105 2,151 0 0.00 0 0.0046
2023-08-09 2023-06-30 13F BLOCK H & R COM 093671105 2,151 2,151 0 0.0032
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.