Burns Matteson Capital Management’s H&R Block HRB Stock Holding History

Burns Matteson Capital Management’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	-12,669	Closed	-$402K	–	219
2026 Q1	$402K	Buy	+12,669	New	+$442K	0.15%	141
2024 Q3	–	Sell	-7,646	Closed	-$415K	–	179
2024 Q2	$415K	Sell	7,646 -749	-9%	-$37.3K	0.26%	66
2024 Q1	$412K	Sell	8,395 -6,840	-45%	-$325K	0.27%	85
2023 Q4	$737K	Buy	+15,235	New	+$679K	0.52%	52
2023 Q3	–	Sell	-16,305	Closed	-$520K	–	156
2023 Q2	$520K	Buy	+16,305	New	+$527K	0.32%	98
2022 Q4	–	Sell	-9,982	Closed	-$425K	–	156
2022 Q3	$425K	Buy	+9,982	New	+$422K	0.31%	47

Other funds holding HRB

RFM

Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Burns Matteson Capital Management's HRB Position: Q2 2026 in Review

Burns Matteson Capital Management sold out of H&R Block (HRB) in Q2 2026, closing a stake of 12,669 shares — an estimated $402K sold.

Burns Matteson Capital Management first reported a position in HRB in Q3 2022 and held it in 6 quarters. The position peaked at $737K in Q4 2023. 174 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Burns Matteson Capital Management reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
Burns Matteson Capital Management sold 12,669 H&R Block shares in Q2 2026, an estimated $402K.
Burns Matteson Capital Management first reported a position in H&R Block in Q3 2022 and held it in 6 quarters.
Burns Matteson Capital Management's H&R Block position peaked at $737K in Q4 2023.
174 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.