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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arnhold LLC's HRB Position: Q1 2026 in Review

Arnhold LLC sold out of H&R Block (HRB) in Q1 2026, closing a stake of 5,600 shares — an estimated $244K sold.

Arnhold LLC first reported a position in HRB in Q3 2022 and held it in 12 quarters. The position peaked at $356K in Q3 2024. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Arnhold LLC reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
  • Arnhold LLC sold 5,600 H&R Block shares in Q1 2026, an estimated $244K.
  • Arnhold LLC first reported a position in H&R Block in Q3 2022 and held it in 12 quarters.
  • Arnhold LLC's H&R Block position peaked at $356K in Q3 2024.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Arnhold LLC's 13F filing for Q1 2026, filed 11 May 2026.