BFG
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Bleakley Financial Group’s H&R Block HRB Stock Holding History

Bleakley Financial Group’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 		$1.04M Buy
+27,427
New +$956K 0.01% 641
2025
Q1 		– Sell
-4,323
Closed -$228K – 714
2024
Q4 		$228K Sell
4,323
-69
-2% -$4.05K 0.01% 908
2024
Q3 		$279K Buy
4,392
+73
+2% +$4.35K 0.01% 806
2024
Q2 		$234K Sell
4,319
-1,516
-26% -$75.5K 0.01% 836
2024
Q1 		$287K Sell
5,835
-1,254
-18% -$59.6K 0.01% 773
2023
Q4 		$343K Buy
+7,089
New +$316K 0.01% 699

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

Bleakley Financial Group's HRB Position: Q2 2026 in Review

Bleakley Financial Group opened a new position in H&R Block (HRB) in Q2 2026: 27,427 shares worth $1.04M. The stake represents 0.01% of the portfolio and ranks #641 among its holdings. This is a return to the name: Bleakley Financial Group previously reported a position in HRB as recently as Q4 2024.

Bleakley Financial Group first reported a position in HRB in Q4 2023 and has held it in 6 quarters since. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Bleakley Financial Group held 27,427 shares of H&R Block worth $1.04M as of Q2 2026.
  • H&R Block was a new Bleakley Financial Group position in Q2 2026.
  • H&R Block made up 0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #641 holding.
  • Bleakley Financial Group first reported a position in H&R Block in Q4 2023 and has held it in 6 quarters since.
  • 540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.