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Clearstead Trust’s H&R Block HRB Stock Holding History

Clearstead Trust’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 		– Sell
-7
Closed -$223 – 992
2026
Q1 		$223 Sell
7
-213
-97% -$7.42K ﹤0.01% 979
2025
Q4 		$9.59K Buy
220
+218
+10,900% +$10.2K ﹤0.01% 598
2025
Q3 		$102 Sell
2
-122
-98% -$6.45K ﹤0.01% 1509
2025
Q2 		$6.81K Hold
124
– – ﹤0.01% 679
2025
Q1 		$6.81K Buy
+124
New +$6.63K ﹤0.01% 533

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

Clearstead Trust's HRB Position: Q2 2026 in Review

Clearstead Trust sold out of H&R Block (HRB) in Q2 2026, closing a stake of 7 shares — an estimated $223 sold.

Clearstead Trust first reported a position in HRB in Q1 2025 and held it in 5 quarters. The position peaked at $9.59K in Q4 2025. 538 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Clearstead Trust reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
  • Clearstead Trust sold 7 H&R Block shares in Q2 2026, an estimated $223.
  • Clearstead Trust first reported a position in H&R Block in Q1 2025 and held it in 5 quarters.
  • Clearstead Trust's H&R Block position peaked at $9.59K in Q4 2025.
  • 538 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.