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Brinker Capital Investments’s H&R Block HRB Stock Holding History

Brinker Capital Investments’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
Q1 		– Sell
-5,093
Closed -$222K – 2126
2025
Q4 		$222K Sell
5,093
-2,010
-28% -$94K ﹤0.01% 1966
2025
Q3 		$359K Buy
7,103
+1,820
+34% +$96.2K ﹤0.01% 1684
2025
Q2 		$290K Sell
5,283
-1,328
-20% -$76.7K ﹤0.01% 1717
2025
Q1 		$363K Sell
6,611
-611
-8% -$32.7K ﹤0.01% 1548
2024
Q4 		$382K Buy
7,222
+1,623
+29% +$95.4K ﹤0.01% 1445
2024
Q3 		$356K Buy
5,599
+378
+7% +$22.5K ﹤0.01% 1455
2024
Q2 		$283K Buy
+5,221
New +$260K ﹤0.01% 1480
2024
Q1 		– Sell
-13,298
Closed -$628K – 1711
2023
Q4 		$628K Buy
+13,298
New +$593K 0.01% 1126
2020
Q4 		– Sell
-132,124
Closed -$2.15M – 1095
2020
Q3 		$2.15M Buy
+132,124
New +$1.94M 0.04% 447

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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 $66.1B AUM 33.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brinker Capital Investments's HRB Position: Q1 2026 in Review

Brinker Capital Investments sold out of H&R Block (HRB) in Q1 2026, closing a stake of 5,093 shares — an estimated $222K sold.

Brinker Capital Investments first reported a position in HRB in Q3 2020 and held it in 9 quarters. The position peaked at $2.15M in Q3 2020. 486 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Brinker Capital Investments reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
  • Brinker Capital Investments sold 5,093 H&R Block shares in Q1 2026, an estimated $222K.
  • Brinker Capital Investments first reported a position in H&R Block in Q3 2020 and held it in 9 quarters.
  • Brinker Capital Investments's H&R Block position peaked at $2.15M in Q3 2020.
  • 486 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.