Ceera Investments’s H&R Block HRB Stock Holding History

Ceera Investments’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	$1.34M	Buy	42,228 +31,648	+299%	+$1.1M	0.59%	41
2025 Q4	$461K	Sell	10,580 -9,930	-48%	-$464K	0.18%	63
2025 Q3	$1.04M	Hold	20,510	–	–	0.32%	63
2025 Q2	$1.13M	Hold	20,510	–	–	0.34%	57
2025 Q1	$1.13M	Sell	20,510 -720	-3%	-$38.5K	0.39%	55
2024 Q4	$1.12M	Sell	21,230 -84	-0.4%	-$4.94K	0.39%	51
2024 Q3	$1.35M	Hold	21,314	–	–	0.51%	47
2024 Q2	$1.16M	Sell	21,314 -435	-2%	-$21.7K	0.49%	47
2024 Q1	$1.07M	Hold	21,749	–	–	0.47%	46
2023 Q4	$1.05M	Hold	21,749	–	–	0.5%	43
2023 Q3	$937K	Hold	21,749	–	–	0.51%	45
2023 Q2	$693K	Hold	21,749	–	–	0.4%	48
2023 Q1	$767K	Hold	21,749	–	–	0.49%	43
2022 Q4	$794K	Hold	21,749	–	–	0.5%	48
2022 Q3	$925K	Sell	21,749 -24,995	-53%	-$1.06M	0.61%	48
2022 Q2	$1.65M	Sell	46,744 -385	-0.8%	-$11.9K	0.94%	37
2022 Q1	$1.23M	Buy	47,129 +865	+2%	+$21K	0.61%	40
2021 Q4	$1.09M	Buy	46,264 +11,339	+32%	+$275K	0.56%	41
2021 Q3	$873K	Buy	34,925 +11,425	+49%	+$285K	0.48%	43
2021 Q2	$552K	Buy	23,500 +9,005	+62%	+$213K	0.42%	41
2021 Q1	$316K	Buy	+14,495	New	+$274K	0.26%	49

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ceera Investments's HRB Position: Q1 2026 in Review

Ceera Investments increased its H&R Block (HRB) stake by 299% in Q1 2026, buying an estimated $1.1M and bringing the position to 42,228 shares worth $1.34M. The position accounts for 0.59% of the portfolio, ranked #41.

Ceera Investments first reported a position in HRB in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.65M in Q2 2022. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Ceera Investments held 42,228 shares of H&R Block worth $1.34M as of Q1 2026.
Ceera Investments bought 31,648 H&R Block shares in Q1 2026, an estimated $1.1M.
H&R Block made up 0.59% of Ceera Investments's portfolio in Q1 2026, its #41 holding.
Ceera Investments first reported a position in H&R Block in Q1 2021 and has held it in 21 quarters since.
Ceera Investments's H&R Block position peaked at $1.65M in Q2 2022.
481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Ceera Investments's 13F filing for Q1 2026, filed 6 May 2026.