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Burney Company’s H&R Block HRB Stock Holding History

Burney Company’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 		– Sell
-9,993
Closed -$317K – 630
2026
Q1 		$317K Sell
9,993
-31,351
-76% -$1.09M 0.01% 496
2025
Q4 		$1.8M Sell
41,344
-2,552
-6% -$119K 0.06% 263
2025
Q3 		$2.22M Sell
43,896
-1,946
-4% -$103K 0.07% 221
2025
Q2 		$2.52M Buy
45,842
+1,112
+2% +$64.2K 0.09% 198
2025
Q1 		$2.46M Sell
44,730
-1,856
-4% -$99.2K 0.09% 185
2024
Q4 		$2.46M Buy
46,586
+869
+2% +$51.1K 0.09% 192
2024
Q3 		$2.91M Sell
45,717
-11,610
-20% -$692K 0.1% 176
2024
Q2 		$3.11M Buy
57,327
+349
+0.6% +$17.4K 0.12% 178
2024
Q1 		$2.8M Sell
56,978
-128
-0.2% -$6.08K 0.11% 190
2023
Q4 		$2.76M Buy
57,106
+24,628
+76% +$1.1M 0.12% 190
2023
Q3 		$1.4M Buy
+32,478
New +$1.2M 0.07% 267
2022
Q1 		– Sell
-97,368
Closed -$2.29M – 583
2021
Q4 		$2.29M Sell
97,368
-2,619
-3% -$63.5K 0.1% 216
2021
Q3 		$2.5M Sell
99,987
-4,444
-4% -$111K 0.12% 201
2021
Q2 		$2.45M Buy
104,431
+244
+0.2% +$5.78K 0.11% 209
2021
Q1 		$2.27M Buy
+104,187
New +$1.97M 0.11% 206

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

Burney Company's HRB Position: Q2 2026 in Review

Burney Company sold out of H&R Block (HRB) in Q2 2026, closing a stake of 9,993 shares — an estimated $317K sold.

Burney Company first reported a position in HRB in Q1 2021 and held it in 15 quarters. The position peaked at $3.11M in Q2 2024. 536 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Burney Company reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
  • Burney Company sold 9,993 H&R Block shares in Q2 2026, an estimated $317K.
  • Burney Company first reported a position in H&R Block in Q1 2021 and held it in 15 quarters.
  • Burney Company's H&R Block position peaked at $3.11M in Q2 2024.
  • 536 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.