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Ancora Advisors’s H&R Block HRB Stock Holding History

Ancora Advisors’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 		– Sell
-86
Closed -$2.73K – 2173
2026
Q1 		$2.73K Buy
+86
New +$3K ﹤0.01% 2086
2022
Q1 		– Sell
-1,000
Closed -$24K – 2461
2021
Q4 		$24K Hold
1,000
– – ﹤0.01% 1524
2021
Q3 		$25K Hold
1,000
– – ﹤0.01% 1408
2021
Q2 		$23K Hold
1,000
– – ﹤0.01% 1313
2021
Q1 		$22K Buy
+1,000
New +$18.9K ﹤0.01% 1277

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ancora Advisors's HRB Position: Q2 2026 in Review

Ancora Advisors sold out of H&R Block (HRB) in Q2 2026, closing a stake of 86 shares — an estimated $2.73K sold.

Ancora Advisors first reported a position in HRB in Q1 2021 and held it in 5 quarters. The position peaked at $25K in Q3 2021. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Ancora Advisors reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
  • Ancora Advisors sold 86 H&R Block shares in Q2 2026, an estimated $2.73K.
  • Ancora Advisors first reported a position in H&R Block in Q1 2021 and held it in 5 quarters.
  • Ancora Advisors's H&R Block position peaked at $25K in Q3 2021.
  • 540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.