Baker Avenue Asset Management’s H&R Block HRB Stock Holding History

Baker Avenue Asset Management’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	$394K	Buy	+10,354	New	+$361K	0.01%	588
2023 Q4	–	Sell	-11	Closed	-$474	–	860
2023 Q3	$474	Buy	+11	New	+$406	﹤0.01%	1469
2023 Q2	–	Sell	-18	Closed	-$635	–	1667
2023 Q1	$635	Buy	+18	New	+$666	﹤0.01%	1335
2022 Q1	–	Sell	-8,826	Closed	-$208K	–	305
2021 Q4	$208K	Buy	8,826 +617	+8%	+$15K	0.01%	300
2021 Q3	$205K	Buy	+8,209	New	+$205K	0.01%	251

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

Baker Avenue Asset Management's HRB Position: Q2 2026 in Review

Baker Avenue Asset Management opened a new position in H&R Block (HRB) in Q2 2026: 10,354 shares worth $394K. The stake represents 0.01% of the portfolio and ranks #588 among its holdings. This is a return to the name: Baker Avenue Asset Management previously reported a position in HRB as recently as Q3 2023.

Baker Avenue Asset Management first reported a position in HRB in Q3 2021 and has held it in 5 quarters since. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Baker Avenue Asset Management held 10,354 shares of H&R Block worth $394K as of Q2 2026.
H&R Block was a new Baker Avenue Asset Management position in Q2 2026.
H&R Block made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #588 holding.
Baker Avenue Asset Management first reported a position in H&R Block in Q3 2021 and has held it in 5 quarters since.
540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.