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 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 $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aquatic Capital Management's HRB Position: Q1 2026 in Review

Aquatic Capital Management sold out of H&R Block (HRB) in Q1 2026, closing a stake of 1,666 shares — an estimated $72.6K sold.

Aquatic Capital Management first reported a position in HRB in Q4 2021 and held it in 8 quarters. The position peaked at $1.83M in Q1 2025. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Aquatic Capital Management reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
Aquatic Capital Management sold 1,666 H&R Block shares in Q1 2026, an estimated $72.6K.
Aquatic Capital Management first reported a position in H&R Block in Q4 2021 and held it in 8 quarters.
Aquatic Capital Management's H&R Block position peaked at $1.83M in Q1 2025.
481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Aquatic Capital Management's 13F filing for Q1 2026, filed 15 May 2026.