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Chicago Partners Investment Group’s H&R Block HRB Stock Holding History

Chicago Partners Investment Group’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 		$806K Buy
20,171
+11,495
+132% +$401K 0.02% 756
2026
Q1 		$273K Buy
8,676
+2,036
+31% +$71K 0.01% 1193
2025
Q4 		$266K Buy
6,640
+2,548
+62% +$119K 0.01% 1093
2025
Q3 		$210K Buy
+4,092
New +$216K 0.01% 1140

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

Chicago Partners Investment Group's HRB Position: Q2 2026 in Review

Chicago Partners Investment Group increased its H&R Block (HRB) stake by 132% in Q2 2026, buying an estimated $401K and bringing the position to 20,171 shares worth $806K. The position accounts for 0.02% of the portfolio, ranked #756.

Chicago Partners Investment Group first reported a position in HRB in Q3 2025 and has held it in 4 quarters since. 536 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Chicago Partners Investment Group held 20,171 shares of H&R Block worth $806K as of Q2 2026.
  • Chicago Partners Investment Group bought 11,495 H&R Block shares in Q2 2026, an estimated $401K.
  • H&R Block made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #756 holding.
  • Chicago Partners Investment Group first reported a position in H&R Block in Q3 2025 and has held it in 4 quarters since.
  • 536 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.