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

Aquatic 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	$1.72M	Buy	+45,115	New	+$1.57M	0.06%	411
2026 Q1	–	Sell	-1,666	Closed	-$72.6K	–	1577
2025 Q4	$72.6K	Sell	1,666 -5,049	-75%	-$236K	﹤0.01%	1218
2025 Q3	$340K	Buy	+6,715	New	+$355K	0.01%	972
2025 Q2	–	Sell	-33,403	Closed	-$1.83M	–	1370
2025 Q1	$1.83M	Buy	+33,403	New	+$1.79M	0.05%	434
2023 Q3	–	Sell	-11,600	Closed	-$370K	–	1419
2023 Q2	$370K	Buy	11,600 +4,600	+66%	+$149K	0.02%	510
2023 Q1	$247K	Sell	7,000 -4,500	-39%	-$166K	0.02%	541
2022 Q4	$420K	Buy	+11,500	New	+$467K	0.03%	549
2022 Q2	–	Sell	-1,400	Closed	-$36K	–	1363
2022 Q1	$36K	Sell	1,400 -3,000	-68%	-$72.8K	0.05%	349
2021 Q4	$104K	Buy	+4,400	New	+$107K	0.2%	124

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Aquatic Capital Management's HRB Position: Q2 2026 in Review

Aquatic Capital Management opened a new position in H&R Block (HRB) in Q2 2026: 45,115 shares worth $1.72M. The stake represents 0.06% of the portfolio and ranks #411 among its holdings. This is a return to the name: Aquatic Capital Management previously reported a position in HRB as recently as Q4 2025.

Aquatic Capital Management first reported a position in HRB in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.83M in Q1 2025. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Aquatic Capital Management held 45,115 shares of H&R Block worth $1.72M as of Q2 2026.
H&R Block was a new Aquatic Capital Management position in Q2 2026.
H&R Block made up 0.06% of Aquatic Capital Management's portfolio in Q2 2026, its #411 holding.
Aquatic Capital Management first reported a position in H&R Block in Q4 2021 and has held it in 9 quarters since.
Aquatic Capital Management's H&R Block position peaked at $1.83M in Q1 2025.
541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.