Balyasny Asset Management
HRB icon

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

Balyasny 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
2022
Q4 		– Sell
-25,000
Closed -$1.25M – 2968
2022
Q3 		$1.25M Sell
25,000
-25,000
-50% -$1.06M ﹤0.01% 1709
2022
Q2 		$1.77M Buy
+50,000
New +$1.54M 0.01% 1476

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Balyasny Asset Management's HRB Position: Q1 2026 in Review

Balyasny Asset Management increased its H&R Block (HRB) stake by 30% in Q1 2026, buying an estimated $3.38M and bringing the position to 414,663 shares worth $13.2M. The position accounts for 0.02% of the portfolio, ranked #888.

Balyasny Asset Management first reported a position in HRB in Q2 2014 and has held it in 28 quarters since. The position peaked at $70.7M in Q1 2025. 483 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Balyasny Asset Management held 414,663 shares of H&R Block worth $13.2M as of Q1 2026.
  • Balyasny Asset Management bought 96,862 H&R Block shares in Q1 2026, an estimated $3.38M.
  • H&R Block made up 0.02% of Balyasny Asset Management's portfolio in Q1 2026, its #888 holding.
  • Balyasny Asset Management first reported a position in H&R Block in Q2 2014 and has held it in 28 quarters since.
  • Balyasny Asset Management's H&R Block position peaked at $70.7M in Q1 2025.
  • 483 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.