Bard Associates’s H&R Block HRB Stock Holding History

Bard Associates’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	$73K	Buy	1,898 +76	+4%	+$2.65K	0.02%	167
2026 Q1	$58.6K	Buy	+1,822	New	+$63.5K	0.01%	167

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 $3.38T AUM 44.17% 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

Bard Associates's HRB Position: Q2 2026 in Review

Bard Associates increased its H&R Block (HRB) stake by 4.2% in Q2 2026, buying an estimated $2.65K and bringing the position to 1,898 shares worth $73K. The position accounts for 0.02% of the portfolio, ranked #167.

Bard Associates first reported a position in HRB in Q1 2026 and has held it in 2 quarters since. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Bard Associates held 1,898 shares of H&R Block worth $73K as of Q2 2026.
Bard Associates bought 76 H&R Block shares in Q2 2026, an estimated $2.65K.
H&R Block made up 0.02% of Bard Associates's portfolio in Q2 2026, its #167 holding.
Bard Associates first reported a position in H&R Block in Q1 2026 and has held it in 2 quarters since.
541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.