Aurora Investment Counsel’s H&R Block HRB Stock Holding History

Aurora Investment Counsel’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	-36,798	Closed	-$1.6M	–	116
2025 Q4	$1.6M	Sell	36,798 -1,823	-5%	-$85.2K	0.84%	66
2025 Q3	$1.95M	Sell	38,621 -17,405	-31%	-$920K	1.02%	50
2025 Q2	$3.08M	Buy	56,026 +630	+1%	+$36.4K	1.62%	5
2025 Q1	$3.04M	Sell	55,396 -784	-1%	-$41.9K	1.69%	3
2024 Q4	$2.97M	Buy	+56,180	New	+$3.3M	1.63%	5

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

Aurora Investment Counsel's HRB Position: Q1 2026 in Review

Aurora Investment Counsel sold out of H&R Block (HRB) in Q1 2026, closing a stake of 36,798 shares — an estimated $1.6M sold.

Aurora Investment Counsel first reported a position in HRB in Q4 2024 and held it in 5 quarters. The position peaked at $3.08M in Q2 2025. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Aurora Investment Counsel reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
Aurora Investment Counsel sold 36,798 H&R Block shares in Q1 2026, an estimated $1.6M.
Aurora Investment Counsel first reported a position in H&R Block in Q4 2024 and held it in 5 quarters.
Aurora Investment Counsel's H&R Block position peaked at $3.08M in Q2 2025.
481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Aurora Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.