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HRB icon

AlphaQuest’s H&R Block HRB Stock Holding History

AlphaQuest’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
-10,985
Closed -$479K – 922
2025
Q4 		$479K Buy
10,985
+4,895
+80% +$229K 0.03% 865
2025
Q3 		$308K Buy
+6,090
New +$322K 0.02% 1140
2025
Q2 		– Sell
-5,864
Closed -$322K – 2127
2025
Q1 		$322K Sell
5,864
-5,523
-49% -$295K 0.04% 731
2024
Q4 		$602K Sell
11,387
-954
-8% -$56.1K 0.08% 393
2024
Q3 		$784K Buy
12,341
+11,627
+1,628% +$693K 0.07% 466
2024
Q2 		$38.7K Buy
714
+689
+2,756% +$34.3K 0.01% 1154
2024
Q1 		$1.23K Buy
+25
New +$1.19K ﹤0.01% 1286

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AlphaQuest's HRB Position: Q1 2026 in Review

AlphaQuest sold out of H&R Block (HRB) in Q1 2026, closing a stake of 10,985 shares — an estimated $479K sold.

AlphaQuest first reported a position in HRB in Q1 2024 and held it in 7 quarters. The position peaked at $784K in Q3 2024. 486 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • AlphaQuest reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
  • AlphaQuest sold 10,985 H&R Block shares in Q1 2026, an estimated $479K.
  • AlphaQuest first reported a position in H&R Block in Q1 2024 and held it in 7 quarters.
  • AlphaQuest's H&R Block position peaked at $784K in Q3 2024.
  • 486 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.