Arnhold LLC’s H&R Block HRB Stock Holding History

Arnhold LLC’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	$213K	Buy	+5,600	New	+$195K	0.01%	106
2026 Q1	–	Sell	-5,600	Closed	-$244K	–	119
2025 Q4	$244K	Hold	5,600	–	–	0.02%	106
2025 Q3	$283K	Hold	5,600	–	–	0.02%	102
2025 Q2	$307K	Hold	5,600	–	–	0.03%	102
2025 Q1	$307K	Hold	5,600	–	–	0.03%	98
2024 Q4	$296K	Hold	5,600	–	–	0.03%	102
2024 Q3	$356K	Hold	5,600	–	–	0.03%	93
2024 Q2	$304K	Hold	5,600	–	–	0.03%	101
2024 Q1	$275K	Hold	5,600	–	–	0.03%	100
2023 Q4	$271K	Hold	5,600	–	–	0.03%	108
2023 Q3	$241K	Buy	+5,600	New	+$207K	0.03%	107
2023 Q1	–	Sell	-5,600	Closed	-$204K	–	130
2022 Q4	$204K	Hold	5,600	–	–	0.03%	119
2022 Q3	$238K	Buy	+5,600	New	+$237K	0.03%	119

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 $3.37T AUM 44.26% 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

Arnhold LLC's HRB Position: Q2 2026 in Review

Arnhold LLC opened a new position in H&R Block (HRB) in Q2 2026: 5,600 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #106 among its holdings. This is a return to the name: Arnhold LLC previously reported a position in HRB as recently as Q4 2025.

Arnhold LLC first reported a position in HRB in Q3 2022 and has held it in 13 quarters since. The position peaked at $356K in Q3 2024. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Arnhold LLC held 5,600 shares of H&R Block worth $213K as of Q2 2026.
H&R Block was a new Arnhold LLC position in Q2 2026.
H&R Block made up 0.01% of Arnhold LLC's portfolio in Q2 2026, its #106 holding.
Arnhold LLC first reported a position in H&R Block in Q3 2022 and has held it in 13 quarters since.
Arnhold LLC's H&R Block position peaked at $356K in Q3 2024.
540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Arnhold LLC's 13F filing for Q2 2026, filed 27 Jul 2026.