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Caxton Associates (UK)’s H&R Block HRB Stock Holding History

Caxton Associates (UK)’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 		$2.58M Buy
67,633
+1,011
+2% +$35.2K 0.05% 203
2026
Q1 		$2.11M Buy
+66,622
New +$2.32M 0.05% 203
2025
Q3 		– Sell
-48,719
Closed -$2.67M – 820
2025
Q2 		$2.67M Buy
48,719
+10,747
+28% +$621K 0.07% 140
2025
Q1 		$2.09M Buy
+37,972
New +$2.03M 0.07% 149

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 $3.37T AUM 44.26% 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

Caxton Associates (UK)'s HRB Position: Q2 2026 in Review

Caxton Associates (UK) increased its H&R Block (HRB) stake by 1.5% in Q2 2026, buying an estimated $35.2K and bringing the position to 67,633 shares worth $2.58M. The position accounts for 0.05% of the portfolio, ranked #203.

Caxton Associates (UK) first reported a position in HRB in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.67M in Q2 2025. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Caxton Associates (UK) held 67,633 shares of H&R Block worth $2.58M as of Q2 2026.
  • Caxton Associates (UK) bought 1,011 H&R Block shares in Q2 2026, an estimated $35.2K.
  • H&R Block made up 0.05% of Caxton Associates (UK)'s portfolio in Q2 2026, its #203 holding.
  • Caxton Associates (UK) first reported a position in H&R Block in Q1 2025 and has held it in 4 quarters since.
  • Caxton Associates (UK)'s H&R Block position peaked at $2.67M in Q2 2025.
  • 540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Caxton Associates (UK)'s 13F filing for Q2 2026, filed 14 Aug 2026.