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
Q1 		$441K Sell
13,900
-30,400
-69% -$1.06M ﹤0.01% 1902
2025
Q4 		$1.93M Buy
44,300
+17,100
+63% +$799K 0.01% 1721
2025
Q3 		$1.38M Buy
27,200
+7,800
+40% +$412K ﹤0.01% 1950
2025
Q2 		$1.06M Buy
19,400
+700
+4% +$40.4K ﹤0.01% 1979
2025
Q1 		$1.03M Sell
18,700
-19,400
-51% -$1.04M ﹤0.01% 1664
2024
Q4 		$2.01M Sell
38,100
-47,500
-55% -$2.79M 0.01% 1481
2024
Q3 		$5.44M Sell
85,600
-33,200
-28% -$1.98M 0.01% 981
2024
Q2 		$6.44M Sell
118,800
-61,700
-34% -$3.07M 0.02% 846
2024
Q1 		$8.86M Buy
180,500
+79,300
+78% +$3.77M 0.03% 794
2023
Q4 		$4.9M Sell
101,200
-26,100
-21% -$1.16M 0.01% 1101
2023
Q3 		$5.48M Buy
127,300
+70,300
+123% +$2.6M 0.02% 877
2023
Q2 		$1.82M Sell
57,000
-23,400
-29% -$756K 0.01% 1223
2023
Q1 		$2.83M Sell
80,400
-6,800
-8% -$251K 0.01% 945
2022
Q4 		$3.18M Buy
87,200
+37,400
+75% +$1.52M 0.02% 788
2022
Q3 		$2.12M Buy
+49,800
New +$2.11M 0.02% 848
2022
Q1 		– Sell
-24,200
Closed -$570K – 1593
2021
Q4 		$570K Sell
24,200
-500
-2% -$12.1K ﹤0.01% 1422
2021
Q3 		$618K Sell
24,700
-2,300
-9% -$57.3K ﹤0.01% 1321
2021
Q2 		$634K Buy
+27,000
New +$639K 0.01% 1259
2017
Q4 		– Sell
-36,700
Closed -$972K – 1873
2017
Q3 		$972K Buy
36,700
+27,900
+317% +$810K 0.01% 975
2017
Q2 		$272K Buy
+8,800
New +$231K ﹤0.01% 1299
2017
Q1 		– Sell
-15,800
Closed -$363K – 1616
2016
Q4 		$363K Sell
15,800
-28,700
-64% -$656K ﹤0.01% 1375
2016
Q3 		$1.03M Sell
44,500
-111,600
-71% -$2.61M 0.01% 950
2016
Q2 		$3.59M Buy
+156,100
New +$3.47M 0.03% 534
2016
Q1 		– Sell
-8,200
Closed -$273K – 1659
2015
Q4 		$273K Buy
+8,200
New +$291K ﹤0.01% 1349
2014
Q3 		– Sell
-24,300
Closed -$815K – 1638
2014
Q2 		$815K Buy
+24,300
New +$724K 0.01% 1041

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.