Chase Investment Counsel’s H&R Block HRB Stock Holding History

Chase Investment Counsel’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	$1.9M	Buy	50,000 +10,000	+25%	+$348K	0.4%	50
2026 Q1	$1.27M	Buy	40,000 +10,000	+33%	+$348K	0.33%	68
2025 Q4	$1.31M	Buy	30,000 +6,000	+25%	+$280K	0.37%	63
2025 Q3	$1.21M	Hold	24,000	–	–	0.36%	62
2025 Q2	$1.32M	Hold	24,000	–	–	0.42%	58
2025 Q1	$1.32M	Buy	24,000 +3,000	+14%	+$160K	0.48%	56
2024 Q4	$1.11M	Hold	21,000	–	–	0.36%	66
2024 Q3	$1.33M	Hold	21,000	–	–	0.44%	58
2024 Q2	$1.14M	Hold	21,000	–	–	0.4%	60
2024 Q1	$1.03M	Hold	21,000	–	–	0.38%	70
2023 Q4	$1.01M	Buy	+21,000	New	+$936K	0.45%	63

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Chase Investment Counsel's HRB Position: Q2 2026 in Review

Chase Investment Counsel increased its H&R Block (HRB) stake by 25% in Q2 2026, buying an estimated $348K and bringing the position to 50,000 shares worth $1.9M. The position accounts for 0.4% of the portfolio, ranked #50.

Chase Investment Counsel first reported a position in HRB in Q4 2023 and has held it in 11 quarters since. 536 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Chase Investment Counsel held 50,000 shares of H&R Block worth $1.9M as of Q2 2026.
Chase Investment Counsel bought 10,000 H&R Block shares in Q2 2026, an estimated $348K.
H&R Block made up 0.4% of Chase Investment Counsel's portfolio in Q2 2026, its #50 holding.
Chase Investment Counsel first reported a position in H&R Block in Q4 2023 and has held it in 11 quarters since.
536 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Chase Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.