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Catalyst Funds Management’s H&R Block HRB Stock Holding History

Catalyst Funds Management’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
-4,600
Closed -$200K – 645
2025
Q4 		$200K Buy
+4,600
New +$215K 0.05% 298
2025
Q2 		– Sell
-8,280
Closed -$455K – 564
2025
Q1 		$455K Buy
+8,280
New +$443K 0.12% 199
2024
Q3 		– Sell
-400
Closed -$21.7K – 1431
2024
Q2 		$21.7K Buy
+400
New +$19.9K 0.01% 649

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Catalyst Funds Management's HRB Position: Q1 2026 in Review

Catalyst Funds Management sold out of H&R Block (HRB) in Q1 2026, closing a stake of 4,600 shares — an estimated $200K sold.

Catalyst Funds Management first reported a position in HRB in Q2 2024 and held it in 3 quarters. The position peaked at $455K in Q1 2025. 485 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Catalyst Funds Management reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
  • Catalyst Funds Management sold 4,600 H&R Block shares in Q1 2026, an estimated $200K.
  • Catalyst Funds Management first reported a position in H&R Block in Q2 2024 and held it in 3 quarters.
  • Catalyst Funds Management's H&R Block position peaked at $455K in Q1 2025.
  • 485 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Catalyst Funds Management's 13F filing for Q1 2026, filed 11 May 2026.