Capital Fund Management (CFM)
HRB icon

Capital Fund Management (CFM)’s H&R Block HRB Stock Holding History

Capital Fund Management (CFM)’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
Q1 		$594K Sell
18,700
-2,700
-13% -$94.1K ﹤0.01% 1837
2025
Q4 		$933K Buy
21,400
+1,700
+9% +$79.5K ﹤0.01% 2046
2025
Q3 		$996K Buy
+19,700
New +$1.04M ﹤0.01% 2103
2025
Q1 		– Sell
-15,300
Closed -$808K – 2149
2024
Q4 		$808K Sell
15,300
-19,100
-56% -$1.12M ﹤0.01% 1816
2024
Q3 		$2.19M Sell
34,400
-49,200
-59% -$2.93M 0.01% 1391
2024
Q2 		$4.53M Sell
83,600
-55,200
-40% -$2.75M 0.01% 998
2024
Q1 		$6.82M Buy
138,800
+112,600
+430% +$5.35M 0.02% 904
2023
Q4 		$1.27M Sell
26,200
-19,600
-43% -$874K ﹤0.01% 1743
2023
Q3 		$1.97M Sell
45,800
-13,300
-23% -$491K 0.01% 1369
2023
Q2 		$1.88M Sell
59,100
-41,200
-41% -$1.33M 0.01% 1211
2023
Q1 		$3.54M Buy
100,300
+20,600
+26% +$762K 0.02% 858
2022
Q4 		$2.91M Buy
79,700
+26,700
+50% +$1.09M 0.02% 814
2022
Q3 		$2.25M Buy
+53,000
New +$2.24M 0.02% 833
2022
Q1 		– Sell
-27,300
Closed -$643K – 1592
2021
Q4 		$643K Buy
27,300
+14,300
+110% +$347K ﹤0.01% 1396
2021
Q3 		$325K Buy
+13,000
New +$324K ﹤0.01% 1435
2017
Q4 		– Sell
-17,400
Closed -$461K – 1872
2017
Q3 		$461K Buy
+17,400
New +$505K ﹤0.01% 1196
2016
Q4 		– Sell
-25,300
Closed -$586K – 1746
2016
Q3 		$586K Sell
25,300
-100,200
-80% -$2.34M 0.01% 1150
2016
Q2 		$2.89M Buy
+125,500
New +$2.79M 0.03% 610
2014
Q3 		– Sell
-11,800
Closed -$396K – 1637
2014
Q2 		$396K Buy
+11,800
New +$351K ﹤0.01% 1307

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Fund Management (CFM)'s HRB Position: Q1 2026 in Review

Capital Fund Management (CFM) increased its H&R Block (HRB) stake by 250% in Q1 2026, buying an estimated $6.68M and bringing the position to 268,390 shares worth $8.52M. The position accounts for 0.04% of the portfolio, ranked #626.

Capital Fund Management (CFM) first reported a position in HRB in Q2 2013 and has held it in 31 quarters since. The position peaked at $19.2M in Q4 2013. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Capital Fund Management (CFM) held 268,390 shares of H&R Block worth $8.52M as of Q1 2026.
  • Capital Fund Management (CFM) bought 191,633 H&R Block shares in Q1 2026, an estimated $6.68M.
  • H&R Block made up 0.04% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #626 holding.
  • Capital Fund Management (CFM) first reported a position in H&R Block in Q2 2013 and has held it in 31 quarters since.
  • Capital Fund Management (CFM)'s H&R Block position peaked at $19.2M in Q4 2013.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.