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 | $472K | Sell |
12,400
-1,500
| -11% | -$52.3K | ﹤0.01% | 1914 |
|
|
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
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. 541 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.
- 541 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.