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Brooklyn Investment Group’s H&R Block HRB Stock Holding History

Brooklyn Investment 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
Q1 		$403K Buy
12,705
+6,106
+93% +$213K 0.01% 1194
2025
Q4 		$288K Buy
+6,599
New +$308K 0.01% 1074
2025
Q3 		– Sell
-1,257
Closed -$69K – 1573
2025
Q2 		$69K Buy
1,257
+744
+145% +$43K 0.01% 1158
2025
Q1 		$28.2K Buy
513
+215
+72% +$11.5K 0.01% 1009
2024
Q4 		$15.7K Buy
298
+4
+1% +$235 ﹤0.01% 822
2024
Q3 		$18.7K Buy
+294
New +$17.5K 0.01% 661

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

Brooklyn Investment Group's HRB Position: Q1 2026 in Review

Brooklyn Investment Group increased its H&R Block (HRB) stake by 93% in Q1 2026, buying an estimated $213K and bringing the position to 12,705 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #1194.

Brooklyn Investment Group first reported a position in HRB in Q3 2024 and has held it in 6 quarters since. 485 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Brooklyn Investment Group held 12,705 shares of H&R Block worth $403K as of Q1 2026.
  • Brooklyn Investment Group bought 6,106 H&R Block shares in Q1 2026, an estimated $213K.
  • H&R Block made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1194 holding.
  • Brooklyn Investment Group first reported a position in H&R Block in Q3 2024 and has held it in 6 quarters since.
  • 485 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.