Algert Global’s H&R Block HRB Stock Holding History

Algert Global’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 Q2	$10.1M	Buy	+265,980	New	+$9.27M	0.12%	264
2025 Q4	–	Sell	-5,940	Closed	-$300K	–	1222
2025 Q3	$300K	Sell	5,940 -24,260	-80%	-$1.28M	0.01%	996
2025 Q2	$1.66M	Buy	+30,200	New	+$1.74M	0.03%	683
2024 Q4	–	Sell	-72,110	Closed	-$4.58M	–	1240
2024 Q3	$4.58M	Buy	72,110 +58,057	+413%	+$3.46M	0.12%	282
2024 Q2	$762K	Buy	+14,053	New	+$700K	0.03%	753
2023 Q4	–	Sell	-64,110	Closed	-$2.76M	–	1183
2023 Q3	$2.76M	Buy	+64,110	New	+$2.37M	0.13%	265
2022 Q4	–	Sell	-22,937	Closed	-$976K	–	1192
2022 Q3	$976K	Sell	22,937 -44,568	-66%	-$1.89M	0.06%	557
2022 Q2	$2.38M	Buy	67,505 +2,220	+3%	+$68.5K	0.18%	135
2022 Q1	$1.7M	Buy	+65,285	New	+$1.58M	0.11%	302
2018 Q4	–	Sell	-80,437	Closed	-$2.07M	–	390
2018 Q3	$2.07M	Sell	80,437 -56,050	-41%	-$1.42M	0.45%	73
2018 Q2	$3.11M	Buy	+136,487	New	+$3.62M	0.65%	42

Other funds holding HRB

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Algert Global's HRB Position: Q2 2026 in Review

Algert Global opened a new position in H&R Block (HRB) in Q2 2026: 265,980 shares worth $10.1M. The stake represents 0.12% of the portfolio and ranks #264 among its holdings. This is a return to the name: Algert Global previously reported a position in HRB as recently as Q3 2025.

Algert Global first reported a position in HRB in Q2 2018 and has held it in 11 quarters since. 539 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Algert Global held 265,980 shares of H&R Block worth $10.1M as of Q2 2026.
H&R Block was a new Algert Global position in Q2 2026.
H&R Block made up 0.12% of Algert Global's portfolio in Q2 2026, its #264 holding.
Algert Global first reported a position in H&R Block in Q2 2018 and has held it in 11 quarters since.
539 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.