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Bayforest Capital’s H&R Block HRB Stock Holding History

Bayforest Capital’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 		$309K Buy
+8,109
New +$283K 0.29% 63
2025
Q3 		– Sell
-14,303
Closed -$785K – 818
2025
Q2 		$785K Buy
+14,303
New +$826K 0.34% 73

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 $3.38T AUM 44.17% 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

Bayforest Capital's HRB Position: Q2 2026 in Review

Bayforest Capital opened a new position in H&R Block (HRB) in Q2 2026: 8,109 shares worth $309K. The stake represents 0.29% of the portfolio and ranks #63 among its holdings. This is a return to the name: Bayforest Capital previously reported a position in HRB as recently as Q2 2025.

Bayforest Capital first reported a position in HRB in Q2 2025 and has held it in 2 quarters since. The position peaked at $785K in Q2 2025. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Bayforest Capital held 8,109 shares of H&R Block worth $309K as of Q2 2026.
  • H&R Block was a new Bayforest Capital position in Q2 2026.
  • H&R Block made up 0.29% of Bayforest Capital's portfolio in Q2 2026, its #63 holding.
  • Bayforest Capital first reported a position in H&R Block in Q2 2025 and has held it in 2 quarters since.
  • Bayforest Capital's H&R Block position peaked at $785K in Q2 2025.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.