CIM
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Cambria Investment Management’s H&R Block HRB Stock Holding History

Cambria Investment 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 		$9.68M Sell
254,284
-40,489
-14% -$1.41M 0.48% 69
2026
Q1 		$9.36M Buy
294,773
+94,622
+47% +$3.3M 0.52% 78
2025
Q4 		$8.72M Buy
200,151
+26,822
+15% +$1.25M 0.51% 60
2025
Q3 		$8.77M Sell
173,329
-12,274
-7% -$649K 0.53% 87
2025
Q2 		$10.2M Sell
185,603
-21,045
-10% -$1.22M 0.69% 37
2025
Q1 		$11.3M Sell
206,648
-21,021
-9% -$1.12M 0.79% 39
2024
Q4 		$12M Buy
227,669
+4,338
+2% +$255K 0.73% 59
2024
Q3 		$14.2M Sell
223,331
-3,559
-2% -$212K 0.85% 31
2024
Q2 		$12.3M Buy
+226,890
New +$11.3M 0.75% 49
2018
Q2 		– Sell
-38,799
Closed -$986K – 298
2018
Q1 		$986K Buy
38,799
+1,006
+3% +$26.5K 0.14% 170
2017
Q4 		$991K Buy
37,793
+3,018
+9% +$78.3K 0.14% 172
2017
Q3 		$921K Buy
+34,775
New +$1.01M 0.14% 164

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

Cambria Investment Management's HRB Position: Q2 2026 in Review

Cambria Investment Management reduced its H&R Block (HRB) stake by 14% in Q2 2026, selling an estimated $1.41M and leaving 254,284 shares worth $9.68M. The position accounts for 0.48% of the portfolio, ranked #69.

Cambria Investment Management first reported a position in HRB in Q3 2017 and has held it in 12 quarters since. The position peaked at $14.2M in Q3 2024. 536 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Cambria Investment Management held 254,284 shares of H&R Block worth $9.68M as of Q2 2026.
  • Cambria Investment Management sold 40,489 H&R Block shares in Q2 2026, an estimated $1.41M.
  • H&R Block made up 0.48% of Cambria Investment Management's portfolio in Q2 2026, its #69 holding.
  • Cambria Investment Management first reported a position in H&R Block in Q3 2017 and has held it in 12 quarters since.
  • Cambria Investment Management's H&R Block position peaked at $14.2M in Q3 2024.
  • 536 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

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