CYG
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Clean Yield Group’s H&R Block HRB Stock Holding History

Clean Yield 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
Q1 		– Sell
-37
Closed -$1.61K – 401
2025
Q4 		$1.61K Hold
37
– – ﹤0.01% 387
2025
Q3 		$1.87K Sell
37
-32
-46% -$1.69K ﹤0.01% 383
2025
Q2 		$3.79K Hold
69
– – ﹤0.01% 344
2025
Q1 		$3.79K Hold
69
– – ﹤0.01% 362
2024
Q4 		$3.65K Sell
69
-9
-12% -$529 ﹤0.01% 372
2024
Q3 		$4.96K Buy
+78
New +$4.65K ﹤0.01% 361

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clean Yield Group's HRB Position: Q1 2026 in Review

Clean Yield Group sold out of H&R Block (HRB) in Q1 2026, closing a stake of 37 shares — an estimated $1.61K sold.

Clean Yield Group first reported a position in HRB in Q3 2024 and held it in 6 quarters. The position peaked at $4.96K in Q3 2024. 486 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Clean Yield Group reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
  • Clean Yield Group sold 37 H&R Block shares in Q1 2026, an estimated $1.61K.
  • Clean Yield Group first reported a position in H&R Block in Q3 2024 and held it in 6 quarters.
  • Clean Yield Group's H&R Block position peaked at $4.96K in Q3 2024.
  • 486 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.