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Applied Finance Capital Management’s H&R Block HRB Stock Holding History

Applied Finance Capital Management’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 		$242K Buy
+6,350
New +$221K 0.02% 203
2024
Q4 		– Sell
-3,380
Closed -$215K – 317
2024
Q3 		$215K Buy
+3,380
New +$201K 0.01% 286

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 $3.38T AUM 44.17% 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

Applied Finance Capital Management's HRB Position: Q2 2026 in Review

Applied Finance Capital Management opened a new position in H&R Block (HRB) in Q2 2026: 6,350 shares worth $242K. The stake represents 0.02% of the portfolio and ranks #203 among its holdings. This is a return to the name: Applied Finance Capital Management previously reported a position in HRB as recently as Q3 2024.

Applied Finance Capital Management first reported a position in HRB in Q3 2024 and has held it in 2 quarters since. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Applied Finance Capital Management held 6,350 shares of H&R Block worth $242K as of Q2 2026.
  • H&R Block was a new Applied Finance Capital Management position in Q2 2026.
  • H&R Block made up 0.02% of Applied Finance Capital Management's portfolio in Q2 2026, its #203 holding.
  • Applied Finance Capital Management first reported a position in H&R Block in Q3 2024 and has held it in 2 quarters since.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.