AlphaGrep UK Ltd’s H&R Block HRB Stock Holding History

AlphaGrep UK Ltd’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
2026 Q1	$450K	Buy	14,169 +7,551	+114%	+$263K	0.13%	306
2025 Q4	$288K	Buy	+6,618	New	+$309K	0.1%	452

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return

AlphaGrep UK Ltd's HRB Position: Q1 2026 in Review

AlphaGrep UK Ltd increased its H&R Block (HRB) stake by 114% in Q1 2026, buying an estimated $263K and bringing the position to 14,169 shares worth $450K. The position accounts for 0.13% of the portfolio, ranked #306.

AlphaGrep UK Ltd first reported a position in HRB in Q4 2025 and has held it in 2 quarters since. 484 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

AlphaGrep UK Ltd held 14,169 shares of H&R Block worth $450K as of Q1 2026.
AlphaGrep UK Ltd bought 7,551 H&R Block shares in Q1 2026, an estimated $263K.
H&R Block made up 0.13% of AlphaGrep UK Ltd's portfolio in Q1 2026, its #306 holding.
AlphaGrep UK Ltd first reported a position in H&R Block in Q4 2025 and has held it in 2 quarters since.
484 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on AlphaGrep UK Ltd's 13F filing for Q1 2026, filed 13 Aug 2026.