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Bare Financial Services’s H&R Block HRB Stock Holding History

Bare Financial Services’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 		$3.12K Buy
82
+43
+110% +$1.5K ﹤0.01% 1018
2026
Q1 		$1.24K Buy
+39
New +$1.36K ﹤0.01% 1162

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bare Financial Services's HRB Position: Q2 2026 in Review

Bare Financial Services increased its H&R Block (HRB) stake by 110% in Q2 2026, buying an estimated $1.5K and bringing the position to 82 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Bare Financial Services first reported a position in HRB in Q1 2026 and has held it in 2 quarters since. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Bare Financial Services held 82 shares of H&R Block worth $3.12K as of Q2 2026.
  • Bare Financial Services bought 43 H&R Block shares in Q2 2026, an estimated $1.5K.
  • H&R Block made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1018 holding.
  • Bare Financial Services first reported a position in H&R Block in Q1 2026 and has held it in 2 quarters since.
  • 540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.