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

AlTi 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 Q3	$296K	Buy	+37	New	+$1.68K	0.01%	391

Other funds holding HRB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AlTi Global's HRB Position: Q3 2026 in Review

AlTi Global opened a new position in H&R Block (HRB) in Q3 2026: 37 shares worth $296K. The stake represents 0.01% of the portfolio and ranks #391 among its holdings.

340 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

AlTi Global held 37 shares of H&R Block worth $296K as of Q3 2026.
H&R Block was a new AlTi Global position in Q3 2026.
H&R Block made up 0.01% of AlTi Global's portfolio in Q3 2026, its #391 holding.
340 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on AlTi Global's 13F filing for Q3 2026, filed 9 Nov 2026.