AssetMark Inc
HRB icon

AssetMark Inc’s H&R Block HRB Stock Holding History

AssetMark Inc’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 		$6.38K Sell
201
-144
-42% -$5.02K ﹤0.01% 2477
2025
Q4 		$15K Sell
345
-460
-57% -$21.5K ﹤0.01% 2089
2025
Q3 		$40.7K Sell
805
-266
-25% -$14.1K ﹤0.01% 1705
2025
Q2 		$58.8K Buy
1,071
+255
+31% +$14.7K ﹤0.01% 1513
2025
Q1 		$44.8K Buy
816
+87
+12% +$4.65K ﹤0.01% 1464
2024
Q4 		$38.5K Sell
729
-568
-44% -$33.4K ﹤0.01% 1491
2024
Q3 		$82.5K Buy
1,297
+1,095
+542% +$65.3K ﹤0.01% 1181
2024
Q2 		$11K Buy
202
+14
+7% +$697 ﹤0.01% 1482
2024
Q1 		$9.25K Sell
188
-692
-79% -$32.9K ﹤0.01% 1390
2023
Q4 		$42.6K Buy
+880
New +$39.2K ﹤0.01% 1190
2022
Q2 		– Sell
-44
Closed -$1K – 1571
2022
Q1 		$1K Sell
44
-58
-57% -$1.41K ﹤0.01% 1479
2021
Q4 		$2K Sell
102
-503,118
-100% -$12.2M ﹤0.01% 1370
2021
Q3 		$12.6M Buy
+503,220
New +$12.5M 0.06% 205
2021
Q2 		– Sell
-716
Closed -$16K – 1415
2021
Q1 		$16K Buy
+716
New +$13.5K ﹤0.01% 888
2019
Q3 		– Sell
-8,694
Closed -$255K – 1352
2019
Q2 		$255K Buy
8,694
+686
+9% +$18.4K ﹤0.01% 437
2019
Q1 		$192K Buy
8,008
+816
+11% +$20.1K ﹤0.01% 451
2018
Q4 		$183K Buy
7,192
+231
+3% +$6.17K ﹤0.01% 457
2018
Q3 		$179K Buy
6,961
+763
+12% +$19.4K ﹤0.01% 472
2018
Q2 		$141K Sell
6,198
-568
-8% -$15.1K ﹤0.01% 511
2018
Q1 		$172K Buy
6,766
+785
+13% +$20.7K ﹤0.01% 466
2017
Q4 		$157K Sell
5,981
-1,917
-24% -$49.8K ﹤0.01% 500
2017
Q3 		$209K Buy
7,898
+4,170
+112% +$121K ﹤0.01% 463
2017
Q2 		$115K Buy
+3,728
New +$97.8K ﹤0.01% 518
2015
Q3 		– Sell
-126
Closed -$4K – 782
2015
Q2 		$4K Buy
+126
New +$3.95K ﹤0.01% 593

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

AssetMark Inc's HRB Position: Q1 2026 in Review

AssetMark Inc reduced its H&R Block (HRB) stake by 42% in Q1 2026, selling an estimated $5.02K and leaving 201 shares worth $6.38K. The position accounts for ﹤0.01% of the portfolio, ranked #2477.

AssetMark Inc first reported a position in HRB in Q2 2015 and has held it in 24 quarters since. The position peaked at $12.6M in Q3 2021. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • AssetMark Inc held 201 shares of H&R Block worth $6.38K as of Q1 2026.
  • AssetMark Inc sold 144 H&R Block shares in Q1 2026, an estimated $5.02K.
  • H&R Block made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #2477 holding.
  • AssetMark Inc first reported a position in H&R Block in Q2 2015 and has held it in 24 quarters since.
  • AssetMark Inc's H&R Block position peaked at $12.6M in Q3 2021.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.