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

AlphaGrep UK’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
Q3 		$419K Buy
+10,265
New +$467K 0.13% 339
2026
Q2 		– Sell
-14,169
Closed -$450K – 827
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

AlphaGrep UK's HRB Position: Q3 2026 in Review

AlphaGrep UK opened a new position in H&R Block (HRB) in Q3 2026: 10,265 shares worth $419K. The stake represents 0.13% of the portfolio and ranks #339 among its holdings. This is a return to the name: AlphaGrep UK previously reported a position in HRB as recently as Q1 2026.

AlphaGrep UK first reported a position in HRB in Q4 2025 and has held it in 3 quarters since. The position peaked at $450K in Q1 2026. 472 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

  • AlphaGrep UK held 10,265 shares of H&R Block worth $419K as of Q3 2026.
  • H&R Block was a new AlphaGrep UK position in Q3 2026.
  • H&R Block made up 0.13% of AlphaGrep UK's portfolio in Q3 2026, its #339 holding.
  • AlphaGrep UK first reported a position in H&R Block in Q4 2025 and has held it in 3 quarters since.
  • AlphaGrep UK's H&R Block position peaked at $450K in Q1 2026.
  • 472 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on AlphaGrep UK's 13F filing for Q3 2026, filed 12 Nov 2026.