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Campbell & Co Investment Adviser’s H&R Block HRB Stock Holding History

Campbell & Co Investment Adviser’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
-63,856
Closed -$2.03M – 1181
2026
Q1 		$2.03M Sell
63,856
-33,417
-34% -$1.16M 0.12% 271
2025
Q4 		$4.24M Buy
97,273
+85,534
+729% +$4M 0.2% 128
2025
Q3 		$594K Sell
11,739
-78,149
-87% -$4.13M 0.04% 650
2025
Q2 		$4.93M Buy
89,888
+66,975
+292% +$3.87M 0.31% 47
2025
Q1 		$1.26M Sell
22,913
-23,625
-51% -$1.26M 0.1% 338
2024
Q4 		$2.46M Buy
46,538
+8,696
+23% +$511K 0.19% 134
2024
Q3 		$2.4M Sell
37,842
-9,097
-19% -$542K 0.18% 144
2024
Q2 		$2.55M Buy
46,939
+28,349
+152% +$1.41M 0.22% 108
2024
Q1 		$913K Buy
+18,590
New +$883K 0.08% 438
2023
Q3 		– Sell
-45,226
Closed -$1.44M – 1058
2023
Q2 		$1.44M Buy
45,226
+12,043
+36% +$389K 0.26% 68
2023
Q1 		$1.17M Buy
33,183
+14,741
+80% +$545K 0.22% 114
2022
Q4 		$673K Sell
18,442
-4,746
-20% -$193K 0.16% 202
2022
Q3 		$986K Buy
23,188
+1,441
+7% +$61K 0.22% 136
2022
Q2 		$768K Buy
21,747
+5,866
+37% +$181K 0.21% 142
2022
Q1 		$414K Sell
15,881
-1,600
-9% -$38.8K 0.11% 350
2021
Q4 		$412K Buy
+17,481
New +$424K 0.14% 251
2019
Q4 		– Sell
-27,899
Closed -$659K – 725
2019
Q3 		$659K Buy
27,899
+15,699
+129% +$415K 0.25% 102
2019
Q2 		$357K Buy
+12,200
New +$328K 0.16% 245
2017
Q4 		– Sell
-12,433
Closed -$329K – 447
2017
Q3 		$329K Buy
+12,433
New +$361K 0.27% 142
2015
Q2 		– Sell
-31,985
Closed -$1.03M – 189
2015
Q1 		$1.03M Buy
+31,985
New +$1.07M 0.65% 53
2013
Q4 		– Sell
-305,598
Closed -$8.15M – 263
2013
Q3 		$8.15M Buy
+305,598
New +$8.89M 1.59% 1

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

Campbell & Co Investment Adviser's HRB Position: Q2 2026 in Review

Campbell & Co Investment Adviser sold out of H&R Block (HRB) in Q2 2026, closing a stake of 63,856 shares — an estimated $2.03M sold.

Campbell & Co Investment Adviser first reported a position in HRB in Q3 2013 and held it in 21 quarters. The position peaked at $8.15M in Q3 2013. 536 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Campbell & Co Investment Adviser reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
  • Campbell & Co Investment Adviser sold 63,856 H&R Block shares in Q2 2026, an estimated $2.03M.
  • Campbell & Co Investment Adviser first reported a position in H&R Block in Q3 2013 and held it in 21 quarters.
  • Campbell & Co Investment Adviser's H&R Block position peaked at $8.15M in Q3 2013.
  • 536 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q2 2026, filed 3 Aug 2026.