Archer Investment Corporation’s H&R Block HRB Stock Holding History

Archer Investment Corporation’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	$517K	Buy	16,300 +15,500	+1,938%	+$540K	0.11%	164
2025 Q4	$34.9K	Hold	800	–	–	0.01%	528
2025 Q3	$40.5K	Hold	800	–	–	0.01%	511
2025 Q2	$43.9K	Hold	800	–	–	0.01%	491
2025 Q1	$43.9K	Hold	800	–	–	0.01%	476
2024 Q4	$42.3K	Hold	800	–	–	0.01%	468
2024 Q3	$50.8K	Hold	800	–	–	0.01%	441
2024 Q2	$43.4K	Hold	800	–	–	0.01%	448
2024 Q1	$39.3K	Hold	800	–	–	0.01%	437
2023 Q4	$38.7K	Hold	800	–	–	0.01%	439
2023 Q3	$34.4K	Hold	800	–	–	0.01%	432
2023 Q2	$25.5K	Hold	800	–	–	0.01%	476
2023 Q1	$28.2K	Hold	800	–	–	0.01%	446
2022 Q4	$29.2K	Hold	800	–	–	0.01%	422
2022 Q3	$34K	Hold	800	–	–	0.01%	392
2022 Q2	$28.3K	Sell	800 -22,000	-96%	-$679K	0.01%	420
2022 Q1	$594K	Hold	22,800	–	–	0.21%	119
2021 Q4	$537K	Hold	22,800	–	–	0.18%	138
2021 Q3	$570K	Hold	22,800	–	–	0.21%	115
2021 Q2	$535K	Hold	22,800	–	–	0.21%	108
2021 Q1	$497K	Buy	22,800 +800	+4%	+$15.1K	0.21%	113
2020 Q4	$349K	Hold	22,000	–	–	0.17%	146
2020 Q3	$358K	Buy	+22,000	New	+$323K	0.19%	129
2020 Q1	–	Sell	-16,000	Closed	-$376K	–	607
2019 Q4	$376K	Buy	+16,000	New	+$384K	0.2%	126
2019 Q2	–	Sell	-12,500	Closed	-$299K	–	500
2019 Q1	$299K	Buy	12,500 +2,500	+25%	+$61.5K	0.2%	139
2018 Q4	$254K	Buy	+10,000	New	+$267K	0.22%	133

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

Archer Investment Corporation's HRB Position: Q1 2026 in Review

Archer Investment Corporation increased its H&R Block (HRB) stake by 1,938% in Q1 2026, buying an estimated $540K and bringing the position to 16,300 shares worth $517K. The position accounts for 0.11% of the portfolio, ranked #164.

Archer Investment Corporation first reported a position in HRB in Q4 2018 and has held it in 26 quarters since. The position peaked at $594K in Q1 2022. 482 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Archer Investment Corporation held 16,300 shares of H&R Block worth $517K as of Q1 2026.
Archer Investment Corporation bought 15,500 H&R Block shares in Q1 2026, an estimated $540K.
H&R Block made up 0.11% of Archer Investment Corporation's portfolio in Q1 2026, its #164 holding.
Archer Investment Corporation first reported a position in H&R Block in Q4 2018 and has held it in 26 quarters since.
Archer Investment Corporation's H&R Block position peaked at $594K in Q1 2022.
482 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Archer Investment Corporation's 13F filing for Q1 2026, filed 4 May 2026.