Abel Hall LLC’s H&R Block HRB Stock Holding History

Abel Hall LLC’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	–	Sell	-5,046	Closed	-$220K	–	892
2025 Q4	$220K	Buy	+5,046	New	+$236K	0.05%	494

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

Abel Hall LLC's HRB Position: Q1 2026 in Review

Abel Hall LLC sold out of H&R Block (HRB) in Q1 2026, closing a stake of 5,046 shares — an estimated $220K sold.

Abel Hall LLC first reported a position in HRB in Q4 2025 and held it in 1 quarter. The position peaked at $220K in Q4 2025. 482 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Abel Hall LLC reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
Abel Hall LLC sold 5,046 H&R Block shares in Q1 2026, an estimated $220K.
Abel Hall LLC first reported a position in H&R Block in Q4 2025 and held it in 1 quarter.
Abel Hall LLC's H&R Block position peaked at $220K in Q4 2025.
482 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Abel Hall LLC's 13F filing for Q1 2026, filed 28 Apr 2026.