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Caerus Investment Advisors’s H&R Block HRB Stock Holding History

Caerus Investment Advisors’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 		$283K Buy
+7,443
New +$259K 0.09% 217

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

Caerus Investment Advisors's HRB Position: Q2 2026 in Review

Caerus Investment Advisors opened a new position in H&R Block (HRB) in Q2 2026: 7,443 shares worth $283K. The stake represents 0.09% of the portfolio and ranks #217 among its holdings.

536 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Caerus Investment Advisors held 7,443 shares of H&R Block worth $283K as of Q2 2026.
  • H&R Block was a new Caerus Investment Advisors position in Q2 2026.
  • H&R Block made up 0.09% of Caerus Investment Advisors's portfolio in Q2 2026, its #217 holding.
  • 536 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.