Cerity Partners
HRB icon

Cerity Partners’s H&R Block HRB Stock Holding History

Cerity Partners’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 		$11.5M Buy
302,752
+162,572
+116% +$5.66M 0.01% 696
2026
Q1 		$4.45M Buy
140,180
+30,850
+28% +$1.08M 0.01% 1069
2025
Q4 		$4.76M Buy
109,330
+5,483
+5% +$256K 0.01% 946
2025
Q3 		$5.25M Buy
103,847
+7,936
+8% +$419K 0.01% 834
2025
Q2 		$5.26M Buy
95,911
+470
+0.5% +$27.1K 0.01% 781
2025
Q1 		$5.24M Sell
95,441
-20,196
-17% -$1.08M 0.01% 719
2024
Q4 		$6.8M Sell
115,637
-17,026
-13% -$1M 0.01% 609
2024
Q3 		$8.43M Buy
132,663
+42,934
+48% +$2.56M 0.02% 543
2024
Q2 		$4.87M Sell
89,729
-6,648
-7% -$331K 0.01% 616
2024
Q1 		$4.73M Buy
96,377
+63,876
+197% +$3.03M 0.01% 661
2023
Q4 		$1.57M Buy
32,501
+1,770
+6% +$78.9K 0.01% 842
2023
Q3 		$1.32M Sell
30,731
-2,027
-6% -$74.8K 0.01% 679
2023
Q2 		$1.04M Buy
32,758
+859
+3% +$27.7K ﹤0.01% 915
2023
Q1 		$1.12M Sell
31,899
-505
-2% -$18.7K ﹤0.01% 928
2022
Q4 		$1.18M Buy
+32,404
New +$1.32M 0.01% 652
2018
Q2 		– Sell
-18,854
Closed -$479K – 558
2018
Q1 		$479K Buy
+18,854
New +$496K 0.04% 342

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

Cerity Partners's HRB Position: Q2 2026 in Review

Cerity Partners increased its H&R Block (HRB) stake by 116% in Q2 2026, buying an estimated $5.66M and bringing the position to 302,752 shares worth $11.5M. The position accounts for 0.01% of the portfolio, ranked #696.

Cerity Partners first reported a position in HRB in Q1 2018 and has held it in 16 quarters since. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Cerity Partners held 302,752 shares of H&R Block worth $11.5M as of Q2 2026.
  • Cerity Partners bought 162,572 H&R Block shares in Q2 2026, an estimated $5.66M.
  • H&R Block made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #696 holding.
  • Cerity Partners first reported a position in H&R Block in Q1 2018 and has held it in 16 quarters since.
  • 540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.