Capital Fund Management (CFM)
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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
Q2 		$468K Sell
12,300
-6,400
-34% -$223K ﹤0.01% 1915
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 $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 $3.38T AUM 44.17% 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

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. 542 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.
  • 542 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.