CastleKeep Investment Advisors
HRB icon

CastleKeep Investment Advisors’s H&R Block HRB Stock Holding History

CastleKeep Investment Advisors’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 		– Sell
-29,665
Closed -$1.29M – 78
2025
Q4 		$1.29M Hold
29,665
– – 0.59% 48
2025
Q3 		$1.5M Buy
29,665
+5,960
+25% +$315K 0.7% 44
2025
Q2 		$1.3M Buy
+23,705
New +$1.37M 0.64% 48

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

CastleKeep Investment Advisors's HRB Position: Q1 2026 in Review

CastleKeep Investment Advisors sold out of H&R Block (HRB) in Q1 2026, closing a stake of 29,665 shares — an estimated $1.29M sold.

CastleKeep Investment Advisors first reported a position in HRB in Q2 2025 and held it in 3 quarters. The position peaked at $1.5M in Q3 2025. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • CastleKeep Investment Advisors reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
  • CastleKeep Investment Advisors sold 29,665 H&R Block shares in Q1 2026, an estimated $1.29M.
  • CastleKeep Investment Advisors first reported a position in H&R Block in Q2 2025 and held it in 3 quarters.
  • CastleKeep Investment Advisors's H&R Block position peaked at $1.5M in Q3 2025.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on CastleKeep Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.