Capital Fund Management (CFM)’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $29.1M | Buy |
765,437
+497,047
| +185% | +$17.3M | 0.13% | 186 |
|
|
2026
Q1 | $8.52M | Buy |
268,390
+191,633
| +250% | +$6.68M | 0.04% | 626 |
|
|
2025
Q4 | $3.35M | Sell |
76,757
-63,214
| -45% | -$2.96M | 0.01% | 1420 |
|
|
2025
Q3 | $7.08M | Buy |
139,971
+27,455
| +24% | +$1.45M | 0.02% | 1035 |
|
|
2025
Q2 | $6.18M | Sell |
112,516
-91,627
| -45% | -$5.29M | 0.02% | 1011 |
|
|
2025
Q1 | $11.2M | Buy |
204,143
+171,798
| +531% | +$9.18M | 0.03% | 633 |
|
|
2024
Q4 | $1.71M | Sell |
32,345
-7,686
| -19% | -$452K | ﹤0.01% | 1555 |
|
|
2024
Q3 | $2.54M | Buy |
+40,031
| New | +$2.39M | 0.01% | 1320 |
|
|
2023
Q1 | – | Sell |
-11,824
| Closed | -$437K | – | 1641 |
|
|
2022
Q4 | $432K | Buy |
+11,824
| New | +$481K | ﹤0.01% | 1292 |
|
|
2020
Q4 | – | Sell |
-85,775
| Closed | -$1.4M | – | 1399 |
|
|
2020
Q3 | $1.4M | Buy |
+85,775
| New | +$1.26M | 0.02% | 764 |
|
|
2020
Q2 | – | Sell |
-99,154
| Closed | -$1.4M | – | 1254 |
|
|
2020
Q1 | $1.4M | Sell |
99,154
-126,376
| -56% | -$2.65M | 0.02% | 646 |
|
|
2019
Q4 | $5.29M | Sell |
225,530
-22,121
| -9% | -$531K | 0.04% | 516 |
|
|
2019
Q3 | $5.85M | Sell |
247,651
-155,766
| -39% | -$4.12M | 0.05% | 430 |
|
|
2019
Q2 | $11.8M | Sell |
403,417
-162,093
| -29% | -$4.36M | 0.11% | 263 |
|
|
2019
Q1 | $13.5M | Buy |
565,510
+132,047
| +30% | +$3.25M | 0.12% | 240 |
|
|
2018
Q4 | $11M | Sell |
433,463
-31,560
| -7% | -$842K | 0.1% | 298 |
|
|
2018
Q3 | $12M | Buy |
465,023
+232,029
| +100% | +$5.89M | 0.07% | 422 |
|
|
2018
Q2 | $5.31M | Buy |
+232,994
| New | +$6.18M | 0.03% | 714 |
|
|
2017
Q3 | – | Sell |
-246,953
| Closed | -$7.17M | – | 1618 |
|
|
2017
Q2 | $7.63M | Buy |
246,953
+233,546
| +1,742% | +$6.13M | 0.06% | 359 |
|
|
2017
Q1 | $312K | Buy |
+13,407
| New | +$300K | ﹤0.01% | 1279 |
|
|
2016
Q3 | – | Sell |
-20,607
| Closed | -$482K | – | 1666 |
|
|
2016
Q2 | $474K | Buy |
+20,607
| New | +$458K | ﹤0.01% | 1194 |
|
|
2016
Q1 | – | Sell |
-11,684
| Closed | -$389K | – | 1658 |
|
|
2015
Q4 | $389K | Sell |
11,684
-69,520
| -86% | -$2.47M | ﹤0.01% | 1207 |
|
|
2015
Q3 | $2.94M | Buy |
81,204
+25,406
| +46% | +$860K | 0.03% | 515 |
|
|
2015
Q2 | $1.65M | Buy |
55,798
+33,333
| +148% | +$1.05M | 0.02% | 684 |
|
|
2015
Q1 | $720K | Sell |
22,465
-22,784
| -50% | -$763K | 0.01% | 907 |
|
|
2014
Q4 | $1.52M | Sell |
45,249
-191,348
| -81% | -$6.13M | 0.02% | 768 |
|
|
2014
Q3 | $7.34M | Buy |
236,597
+199,687
| +541% | +$6.51M | 0.08% | 304 |
|
|
2014
Q2 | $1.24M | Sell |
36,910
-86,647
| -70% | -$2.58M | 0.01% | 885 |
|
|
2014
Q1 | $3.73M | Sell |
123,557
-537,051
| -81% | -$16.1M | 0.05% | 465 |
|
|
2013
Q4 | $19.2M | Buy |
660,608
+29,019
| +5% | +$824K | 0.24% | 71 |
|
|
2013
Q3 | $16.8M | Buy |
631,589
+39,691
| +7% | +$1.16M | 0.23% | 95 |
|
|
2013
Q2 | $16.4M | Buy |
+591,898
| New | +$16.9M | 0.25% | 69 |
|
Other funds holding HRB
Capital Fund Management (CFM)'s HRB Position: Q2 2026 in Review
Capital Fund Management (CFM) increased its H&R Block (HRB) stake by 185% in Q2 2026, buying an estimated $17.3M and bringing the position to 765,437 shares worth $29.1M. The position accounts for 0.13% of the portfolio, ranked #186.
Capital Fund Management (CFM) first reported a position in HRB in Q2 2013 and has held it in 32 quarters since. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.
- Capital Fund Management (CFM) held 765,437 shares of H&R Block worth $29.1M as of Q2 2026.
- Capital Fund Management (CFM) bought 497,047 H&R Block shares in Q2 2026, an estimated $17.3M.
- H&R Block made up 0.13% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #186 holding.
- Capital Fund Management (CFM) first reported a position in H&R Block in Q2 2013 and has held it in 32 quarters since.
- 537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.
Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.